Oak Family Advisors’s New Mountain Finance NMFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$124K Buy
2024
Q4
Sell
2024
Q3
$1.57M Sell
2024
Q2
$1.84M Buy
2024
Q1
$1.89M Buy
2023
Q4
$689K Buy
2021
Q3
Sell
2021
Q2
$823K Buy