Stifel Financial’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,719
| Closed | -$260K | – | 3413 |
|
|
2022
Q1 | $260K | Sell |
4,719
-26,384
| -85% | -$1.42M | ﹤0.01% | 2970 |
|
|
2021
Q4 | $1.65M | Sell |
31,103
-23,382
| -43% | -$1.26M | ﹤0.01% | 1764 |
|
|
2021
Q3 | $3.03M | Buy |
54,485
+4,160
| +8% | +$248K | ﹤0.01% | 1309 |
|
|
2021
Q2 | $3.27M | Buy |
50,325
+46,085
| +1,087% | +$2.92M | ﹤0.01% | 1267 |
|
|
2021
Q1 | $258K | Buy |
4,240
+409
| +11% | +$23.4K | ﹤0.01% | 2877 |
|
|
2020
Q4 | $200K | Sell |
3,831
-3,614
| -49% | -$162K | ﹤0.01% | 2821 |
|
|
2020
Q3 | $308K | Buy |
+7,445
| New | +$320K | ﹤0.01% | 2375 |
|
|
2020
Q1 | – | Sell |
-31,588
| Closed | -$1.54M | – | 2980 |
|
|
2019
Q4 | $1.54M | Sell |
31,588
-21,156
| -40% | -$1.06M | ﹤0.01% | 1524 |
|
|
2019
Q3 | $2.95M | Buy |
52,744
+40
| +0.1% | +$2.29K | 0.01% | 1066 |
|
|
2019
Q2 | $3.29M | Buy |
+52,704
| New | +$2.94M | 0.01% | 1029 |
|
|
2018
Q3 | – | Sell |
-7,361
| Closed | -$333K | – | 2799 |
|
|
2018
Q2 | $333K | Sell |
7,361
-108
| -1% | -$5.09K | ﹤0.01% | 2238 |
|
|
2018
Q1 | $341K | Buy |
+7,469
| New | +$356K | ﹤0.01% | 2175 |
|
|
2017
Q4 | – | Sell |
-3,604
| Closed | -$206K | – | 2701 |
|
|
2017
Q3 | $206K | Buy |
+3,604
| New | +$204K | ﹤0.01% | 2360 |
|
|
2017
Q2 | – | Sell |
-6,102
| Closed | -$372K | – | 2596 |
|
|
2017
Q1 | $372K | Sell |
6,102
-5,871
| -49% | -$351K | ﹤0.01% | 1981 |
|
|
2016
Q4 | $717K | Buy |
11,973
+6,748
| +129% | +$383K | ﹤0.01% | 1578 |
|
|
2016
Q3 | $297K | Sell |
5,225
-5,115
| -49% | -$276K | ﹤0.01% | 1992 |
|
|
2016
Q2 | $550K | Buy |
10,340
+1,122
| +12% | +$59K | ﹤0.01% | 1705 |
|
|
2016
Q1 | $513K | Buy |
9,218
+843
| +10% | +$42K | ﹤0.01% | 1564 |
|
|
2015
Q4 | $390K | Buy |
+8,375
| New | +$424K | ﹤0.01% | 1784 |
|
|
2015
Q3 | – | Sell |
-5,280
| Closed | -$273K | – | 2317 |
|
|
2015
Q2 | $273K | Buy |
+5,280
| New | +$297K | ﹤0.01% | 2007 |
|
|
2014
Q2 | – | Sell |
-10,050
| Closed | -$453K | – | 2235 |
|
|
2014
Q1 | $453K | Buy |
+10,050
| New | +$459K | ﹤0.01% | 1488 |
|
Other funds holding MCY
