Shore Point 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
Q2
Sell
2025
Q1
$226K Sell
2024
Q4
$247K Hold
2024
Q3
$262K Hold
2024
Q2
$268K Hold
2024
Q1
$277K Hold
2023
Q4
$279K Hold
2023
Q3
$284K Hold
2023
Q2
$272K Hold
2023
Q1
$266K Hold
2022
Q4
$271K Hold
2022
Q3
$252K Hold
2022
Q2
$261K Hold
2022
Q1
$303K Hold
2021
Q4
$300K Buy