Oak Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-131,280
| Closed | -$1.57M | – | 129 |
|
|
2024
Q3 | $1.57M | Sell |
131,280
-19,104
| -13% | -$229K | 0.48% | 48 |
|
|
2024
Q2 | $1.84M | Buy |
150,384
+1,020
| +0.7% | +$12.5K | 0.63% | 41 |
|
|
2024
Q1 | $1.89M | Buy |
149,364
+95,208
| +176% | +$1.21M | 0.73% | 41 |
|
|
2023
Q4 | $689K | Buy |
+54,156
| New | +$689K | 0.29% | 73 |
|
|
2021
Q3 | – | Sell |
-62,522
| Closed | -$823K | – | 148 |
|
|
2021
Q2 | $823K | Buy |
+62,522
| New | +$823K | 0.34% | 45 |
|