Williams Jones Wealth Management’s MFA Financial MFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
50,662
-5,000
| -9% | -$47.3K | 0.01% | 357 |
|
|
2025
Q1 | $571K | Sell |
55,662
-18,400
| -25% | -$189K | 0.01% | 317 |
|
|
2024
Q4 | $755K | Sell |
74,062
-33,875
| -31% | -$345K | 0.01% | 279 |
|
|
2024
Q3 | $1.37M | Sell |
107,937
-2,300
| -2% | -$29.3K | 0.02% | 231 |
|
|
2024
Q2 | $1.17M | Sell |
110,237
-70,425
| -39% | -$749K | 0.01% | 241 |
|
|
2024
Q1 | $2.06M | Sell |
180,662
-63,924
| -26% | -$729K | 0.03% | 189 |
|
|
2023
Q4 | $2.76M | Sell |
244,586
-12,304
| -5% | -$139K | 0.04% | 163 |
|
|
2023
Q3 | $2.47M | Sell |
256,890
-4,274
| -2% | -$41.1K | 0.04% | 171 |
|
|
2023
Q2 | $2.94M | Buy |
261,164
+35,804
| +16% | +$402K | 0.04% | 165 |
|
|
2023
Q1 | $2.24M | Sell |
225,360
-21,946
| -9% | -$218K | 0.04% | 195 |
|
|
2022
Q4 | $2.44M | Sell |
247,306
-4,579
| -2% | -$45.1K | 0.04% | 187 |
|
|
2022
Q3 | $1.96M | Sell |
251,885
-1,270
| -0.5% | -$9.88K | 0.03% | 202 |
|
|
2022
Q2 | $2.72M | Sell |
253,155
-250,053
| -50% | -$2.69M | 0.04% | 187 |
|
|
2022
Q1 | $8.11M | Sell |
503,208
-5,650
| -1% | -$91.1K | 0.11% | 116 |
|
|
2021
Q4 | $9.28M | Buy |
508,858
+9,204
| +2% | +$168K | 0.12% | 108 |
|
|
2021
Q3 | $9.13M | Buy |
499,654
+50,686
| +11% | +$927K | 0.13% | 103 |
|
|
2021
Q2 | $8.24M | Sell |
448,968
-9,600
| -2% | -$176K | 0.12% | 110 |
|
|
2021
Q1 | $7.47M | Sell |
458,568
-8,794
| -2% | -$143K | 0.12% | 107 |
|
|
2020
Q4 | $7.27M | Buy |
467,362
+226,824
| +94% | +$3.53M | 0.12% | 104 |
|
|
2020
Q3 | $2.58M | Sell |
240,538
-16,406
| -6% | -$176K | 0.05% | 148 |
|
|
2020
Q2 | $2.56M | Buy |
256,944
+128,579
| +100% | +$1.28M | 0.05% | 144 |
|
|
2020
Q1 | $796K | Sell |
128,365
-98,763
| -43% | -$612K | 0.02% | 187 |
|
|
2019
Q4 | $6.95M | Buy |
227,128
+20,563
| +10% | +$629K | 0.13% | 99 |
|
|
2019
Q3 | $6.08M | Buy |
+206,565
| New | +$6.08M | 0.12% | 103 |
|