SWP
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Stratos Wealth Partners’s Mercury Insurance MCY Stock Holding History

Stratos Wealth Partners’s Portfolio MCY Stock Details MCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,695
Closed -$445K – 1460
2024
Q4 		$445K Buy
6,695
+24
+0.4% +$1.69K 0.01% 985
2024
Q3 		$420K Buy
+6,671
New +$396K 0.01% 997
2018
Q4 		– Sell
-614
Closed -$31K – 1804
2018
Q3 		$31K Buy
+614
New +$30.6K ﹤0.01% 1667
2018
Q2 		– Sell
-614
Closed -$28K – 1918
2018
Q1 		$28K Hold
614
– – ﹤0.01% 1870
2017
Q4 		$33K Buy
+614
New +$33.8K ﹤0.01% 1717

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