Montag & Associates’s SLR Investment Corp SLRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $543K | Sell |
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|
2025
Q2 | $613K | Hold |
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|
2025
Q1 | $640K | Sell |
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|
2024
Q4 | $738K | Sell |
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|
2024
Q3 | $734K | Sell |
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|
2024
Q2 | $899K | Hold |
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|
2024
Q1 | $858K | Sell |
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|
2023
Q4 | $880K | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.16M | Hold |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $987K | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $986K | Buy |
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|
2020
Q4 | $858K | Sell |
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|
2020
Q3 | $814K | Sell |
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|
2020
Q2 | $869K | Sell |
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|
2020
Q1 | $953K | Buy |
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|
2019
Q4 | $749K | Buy |
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|
2019
Q3 | $680K | Buy |
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|
2019
Q2 | $550K | Buy |
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