Pin Oak Investment 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
2025
Q3
$9.34K Buy
2025
Q2
Hold
2021
Q3
Sell
2021
Q2
$3.19M Sell
2021
Q1
$3.1M Sell
2020
Q4
$2.88M Sell
2020
Q3
$2.59M Buy
2020
Q2
$2.41M Buy
2020
Q1
$1.73M Buy
2019
Q4
$3.26M Sell
2019
Q3
$3.32M Buy
2019
Q2
$3.31M Buy
2019
Q1
$3.21M Sell
2018
Q4
$3.12M Sell
2018
Q3
$3.36M Sell
2018
Q2
$3.48M Sell
2018
Q1
$3.4M Buy
2017
Q4
$2.95M Buy