LPL Financial’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
7,150
+115
| +2% | +$7.74K | ﹤0.01% | 4347 |
|
|
2025
Q1 | $393K | Sell |
7,035
-7,046
| -50% | -$394K | ﹤0.01% | 4298 |
|
|
2024
Q4 | $936K | Buy |
14,081
+1,813
| +15% | +$121K | ﹤0.01% | 3505 |
|
|
2024
Q3 | $773K | Buy |
12,268
+1,501
| +14% | +$94.5K | ﹤0.01% | 3583 |
|
|
2024
Q2 | $572K | Buy |
10,767
+6,307
| +141% | +$335K | ﹤0.01% | 3695 |
|
|
2024
Q1 | $230K | Buy |
+4,460
| New | +$230K | ﹤0.01% | 4329 |
|
|
2023
Q1 | – | Sell |
-8,748
| Closed | -$299K | – | 4508 |
|
|
2022
Q4 | $299K | Sell |
8,748
-7,525
| -46% | -$257K | ﹤0.01% | 3630 |
|
|
2022
Q3 | $462K | Buy |
16,273
+518
| +3% | +$14.7K | ﹤0.01% | 3211 |
|
|
2022
Q2 | $698K | Buy |
15,755
+1,676
| +12% | +$74.3K | ﹤0.01% | 2883 |
|
|
2022
Q1 | $774K | Buy |
14,079
+694
| +5% | +$38.2K | ﹤0.01% | 2824 |
|
|
2021
Q4 | $710K | Buy |
13,385
+637
| +5% | +$33.8K | ﹤0.01% | 2960 |
|
|
2021
Q3 | $710K | Sell |
12,748
-58
| -0.5% | -$3.23K | ﹤0.01% | 2879 |
|
|
2021
Q2 | $832K | Sell |
12,806
-1,172
| -8% | -$76.1K | ﹤0.01% | 2718 |
|
|
2021
Q1 | $850K | Buy |
13,978
+2,135
| +18% | +$130K | ﹤0.01% | 2536 |
|
|
2020
Q4 | $618K | Buy |
11,843
+3,728
| +46% | +$195K | ﹤0.01% | 2564 |
|
|
2020
Q3 | $336K | Buy |
8,115
+144
| +2% | +$5.96K | ﹤0.01% | 2800 |
|
|
2020
Q2 | $325K | Buy |
7,971
+139
| +2% | +$5.67K | ﹤0.01% | 2761 |
|
|
2020
Q1 | $319K | Sell |
7,832
-309
| -4% | -$12.6K | ﹤0.01% | 2450 |
|
|
2019
Q4 | $397K | Buy |
8,141
+368
| +5% | +$17.9K | ﹤0.01% | 2548 |
|
|
2019
Q3 | $434K | Sell |
7,773
-12,166
| -61% | -$679K | ﹤0.01% | 2368 |
|
|
2019
Q2 | $1.25M | Buy |
19,939
+592
| +3% | +$37K | ﹤0.01% | 1575 |
|
|
2019
Q1 | $969K | Buy |
19,347
+5,192
| +37% | +$260K | ﹤0.01% | 1667 |
|
|
2018
Q4 | $732K | Buy |
14,155
+1,513
| +12% | +$78.2K | ﹤0.01% | 1738 |
|
|
2018
Q3 | $634K | Sell |
12,642
-1,502
| -11% | -$75.3K | ﹤0.01% | 2039 |
|
|
2018
Q2 | $644K | Sell |
14,144
-73
| -0.5% | -$3.32K | ﹤0.01% | 1959 |
|
|
2018
Q1 | $652K | Buy |
14,217
+3,359
| +31% | +$154K | ﹤0.01% | 1905 |
|
|
2017
Q4 | $580K | Buy |
10,858
+4,783
| +79% | +$255K | ﹤0.01% | 1918 |
|
|
2017
Q3 | $344K | Sell |
6,075
-2,722
| -31% | -$154K | ﹤0.01% | 2241 |
|
|
2017
Q2 | $475K | Sell |
8,797
-22,646
| -72% | -$1.22M | ﹤0.01% | 1918 |
|
|
2017
Q1 | $1.87M | Buy |
31,443
+5,567
| +22% | +$330K | 0.01% | 885 |
|
|
2016
Q4 | $1.54M | Buy |
25,876
+12,991
| +101% | +$773K | 0.01% | 931 |
|
|
2016
Q3 | $698K | Buy |
12,885
+8,882
| +222% | +$481K | 0.01% | 1460 |
|
|
2016
Q2 | $213K | Sell |
4,003
-5,290
| -57% | -$281K | ﹤0.01% | 2338 |
|
|
2016
Q1 | $498K | Buy |
9,293
+951
| +11% | +$51K | ﹤0.01% | 2163 |
|
|
2015
Q4 | $381K | Buy |
8,342
+3,188
| +62% | +$146K | ﹤0.01% | 2366 |
|
|
2015
Q3 | $259K | Sell |
5,154
-4,560
| -47% | -$229K | ﹤0.01% | 2315 |
|
|
2015
Q2 | $545K | Sell |
9,714
-3,634
| -27% | -$204K | ﹤0.01% | 1833 |
|
|
2015
Q1 | $773K | Sell |
13,348
-2,507
| -16% | -$145K | ﹤0.01% | 1545 |
|
|
2014
Q4 | $898K | Buy |
15,855
+6,557
| +71% | +$371K | ﹤0.01% | 1386 |
|
|
2014
Q3 | $450K | Buy |
9,298
+725
| +8% | +$35.1K | ﹤0.01% | 1879 |
|
|
2014
Q2 | $403K | Buy |
8,573
+610
| +8% | +$28.7K | ﹤0.01% | 1970 |
|
|
2014
Q1 | $359K | Sell |
7,963
-4,060
| -34% | -$183K | ﹤0.01% | 2013 |
|
|
2013
Q4 | $598K | Sell |
12,023
-353
| -3% | -$17.6K | ﹤0.01% | 1607 |
|
|
2013
Q3 | $612K | Sell |
12,376
-1,009
| -8% | -$49.9K | ﹤0.01% | 1491 |
|
|
2013
Q2 | $586K | Buy |
+13,385
| New | +$586K | ﹤0.01% | 1455 |
|