Allworth Financial’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7K | Buy |
3,224
+666
| +26% | +$8.41K | ﹤0.01% | 2070 |
|
|
2025
Q1 | $30.6K | Hold |
2,558
| – | – | ﹤0.01% | 1808 |
|
|
2024
Q4 | $35K | Buy |
2,558
+1,699
| +198% | +$23.2K | ﹤0.01% | 1760 |
|
|
2024
Q3 | $11.5K | Buy |
+859
| New | +$11.5K | ﹤0.01% | 2195 |
|
|
2022
Q3 | – | Sell |
-666
| Closed | -$7K | – | 2924 |
|
|
2022
Q2 | $7K | Buy |
+666
| New | +$7K | ﹤0.01% | 1670 |
|
|
2016
Q1 | – | Sell |
-167
| Closed | -$3K | – | 648 |
|
|
2015
Q4 | $3K | Hold |
167
| – | – | ﹤0.01% | 505 |
|
|
2015
Q3 | $3K | Hold |
167
| – | – | ﹤0.01% | 499 |
|
|
2015
Q2 | $4K | Hold |
167
| – | – | ﹤0.01% | 463 |
|
|
2015
Q1 | $4K | Buy |
+167
| New | +$4K | ﹤0.01% | 470 |
|