Arkadios Wealth Advisors’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Buy |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $684K | Hold |
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|
2021
Q3 | $693K | Buy |
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|
2021
Q2 | $666K | Hold |
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|
2021
Q1 | $669K | Buy |
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|
2020
Q4 | $475K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $594 | Hold |
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|
2019
Q4 | $1.52K | Buy |
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