Spire Wealth Management’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
39,200
+1,500
| +4% | +$15.8K | 0.01% | 553 |
|
|
2025
Q1 | $416K | Hold |
37,700
| – | – | 0.01% | 627 |
|
|
2024
Q4 | $425K | Sell |
37,700
-10,807
| -22% | -$122K | 0.01% | 596 |
|
|
2024
Q3 | $581K | Sell |
48,507
-2,195
| -4% | -$26.3K | 0.02% | 485 |
|
|
2024
Q2 | $621K | Buy |
50,702
+14,277
| +39% | +$175K | 0.02% | 441 |
|
|
2024
Q1 | $462K | Buy |
36,425
+3,212
| +10% | +$40.7K | 0.01% | 539 |
|
|
2023
Q4 | $427K | Sell |
33,213
-2,139
| -6% | -$27.5K | 0.01% | 554 |
|
|
2023
Q3 | $458K | Buy |
35,352
+482
| +1% | +$6.24K | 0.02% | 495 |
|
|
2023
Q2 | $434K | Buy |
34,870
+2,146
| +7% | +$26.7K | 0.02% | 523 |
|
|
2023
Q1 | $398K | Buy |
32,724
+2,756
| +9% | +$33.5K | 0.02% | 541 |
|
|
2022
Q4 | $371K | Sell |
29,968
-2,450
| -8% | -$30.3K | 0.02% | 415 |
|
|
2022
Q3 | $374K | Sell |
32,418
-12,018
| -27% | -$139K | 0.02% | 392 |
|
|
2022
Q2 | $529K | Sell |
44,436
-12,141
| -21% | -$145K | 0.02% | 455 |
|
|
2022
Q1 | $784K | Buy |
56,577
+202
| +0.4% | +$2.8K | 0.02% | 448 |
|
|
2021
Q4 | $772K | Buy |
56,375
+1,541
| +3% | +$21.1K | 0.02% | 558 |
|
|
2021
Q3 | $730K | Buy |
54,834
+2,370
| +5% | +$31.6K | 0.02% | 483 |
|
|
2021
Q2 | $691K | Sell |
52,464
-392
| -0.7% | -$5.16K | 0.02% | 522 |
|
|
2021
Q1 | $503K | Buy |
+52,856
| New | +$503K | 0.01% | 662 |
|