Steward Partners Investment Advisory’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Buy |
11,725
+9,600
| +452% | +$646K | 0.01% | 1088 |
|
|
2025
Q1 | $119K | Buy |
2,125
+1,100
| +107% | +$61.5K | ﹤0.01% | 1924 |
|
|
2024
Q4 | $68.1K | Buy |
+1,025
| New | +$68.1K | ﹤0.01% | 2175 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$3K | – | 3265 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2932 |
|
|
2021
Q2 | $3K | Sell |
50
-880
| -95% | -$52.8K | ﹤0.01% | 6781 |
|
|
2021
Q1 | $56.6K | Buy |
930
+880
| +1,760% | +$53.5K | ﹤0.01% | 1924 |
|
|
2020
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2637 |
|