Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $915K | Sell |
|
|||||
|
2024
Q2 | $966K | Buy |
|
|||||
|
2024
Q1 | $989K | Buy |
|
|||||
|
2023
Q4 | $915K | Sell |
|
|||||
|
2023
Q3 | $977K | Buy |
|
|||||
|
2023
Q2 | $851K | Buy |
|
|||||
|
2023
Q1 | $510K | Buy |
|
|||||
|
2022
Q4 | $516K | Sell |
|
|||||
|
2022
Q3 | $520K | Sell |
|
|||||
|
2022
Q2 | $829K | Sell |
|
|||||
|
2022
Q1 | $1.08M | Buy |
|
|||||
|
2021
Q4 | $1.05M | Sell |
|
|||||
|
2021
Q3 | $1.14M | Buy |
|
|||||
|
2021
Q2 | $892K | Buy |
|
|||||
|
2021
Q1 | $211K | Buy |
|
|||||
|
2020
Q4 | $188K | Sell |
|
|||||
|
2020
Q3 | $198K | Sell |
|
|||||
|
2020
Q2 | $195K | Sell |
|
|||||
|
2020
Q1 | $186K | Buy |
|
|||||
|
2019
Q4 | $370K | Buy |
|
|||||
|
2019
Q3 | $336K | Sell |
|
|||||
|
2019
Q2 | $373K | Buy |
|
|||||
|
2019
Q1 | $304K | Buy |
|
|||||
|
2018
Q4 | $158K | Buy |
|
|||||
|
2018
Q3 | $167K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $655K | Sell |
|
|||||
|
2017
Q3 | $1.24M | Sell |
|
|||||
|
2017
Q2 | $1.33M | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $155K | Buy |
|