Lido Advisors’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
33,240
+9,159
| +38% | +$96.6K | ﹤0.01% | 1135 |
|
|
2025
Q1 | $266K | Sell |
24,081
-21,476
| -47% | -$237K | ﹤0.01% | 1168 |
|
|
2024
Q4 | $513K | Buy |
45,557
+1,199
| +3% | +$13.5K | ﹤0.01% | 920 |
|
|
2024
Q3 | $531K | Buy |
44,358
+18,319
| +70% | +$219K | ﹤0.01% | 846 |
|
|
2024
Q2 | $319K | Buy |
26,039
+4,159
| +19% | +$50.9K | ﹤0.01% | 979 |
|
|
2024
Q1 | $277K | Buy |
21,880
+2,000
| +10% | +$25.3K | ﹤0.01% | 1029 |
|
|
2023
Q4 | $253K | Buy |
+19,880
| New | +$253K | ﹤0.01% | 1003 |
|