Arkadios Wealth Advisors’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 | $1.31M | Buy |
103,954
+4,919
| +5% | +$62.1K | 0.04% | 466 |
|
|
2025
Q1 | $1.27M | Sell |
99,035
-6,552
| -6% | -$84.3K | 0.05% | 390 |
|
|
2024
Q4 | $1.42M | Sell |
105,587
-10,284
| -9% | -$139K | 0.08% | 251 |
|
|
2024
Q3 | $1.55M | Buy |
115,871
+12,509
| +12% | +$167K | 0.09% | 232 |
|
|
2024
Q2 | $1.56M | Sell |
103,362
-3,386
| -3% | -$51.3K | 0.11% | 203 |
|
|
2024
Q1 | $1.61M | Sell |
106,748
-15,221
| -12% | -$229K | 0.12% | 170 |
|
|
2023
Q4 | $1.67M | Sell |
121,969
-27
| -0% | -$369 | 0.14% | 156 |
|
|
2023
Q3 | $1.68M | Sell |
121,996
-9,544
| -7% | -$131K | 0.16% | 141 |
|
|
2023
Q2 | $1.65M | Sell |
131,540
-2,487
| -2% | -$31.2K | 0.19% | 127 |
|
|
2023
Q1 | $1.53M | Buy |
134,027
+17,984
| +15% | +$205K | 0.18% | 138 |
|
|
2022
Q4 | $1.32M | Sell |
116,043
-28,616
| -20% | -$326K | 0.18% | 138 |
|
|
2022
Q3 | $1.48M | Buy |
144,659
+6,519
| +5% | +$66.6K | 0.22% | 120 |
|
|
2022
Q2 | $1.49M | Buy |
138,140
+20,444
| +17% | +$220K | 0.22% | 126 |
|
|
2022
Q1 | $1.56M | Buy |
117,696
+64,206
| +120% | +$849K | 0.2% | 127 |
|
|
2021
Q4 | $684K | Hold |
53,490
| – | – | 0.09% | 251 |
|
|
2021
Q3 | $693K | Buy |
53,490
+4,680
| +10% | +$60.6K | 0.1% | 234 |
|
|
2021
Q2 | $666K | Hold |
48,810
| – | – | 0.08% | 271 |
|
|
2021
Q1 | $669K | Buy |
48,810
+4,090
| +9% | +$56.1K | 0.11% | 212 |
|
|
2020
Q4 | $475K | Buy |
+44,720
| New | +$475K | 0.1% | 208 |
|
|
2020
Q2 | – | Sell |
-88
| Closed | -$594 | – | 1068 |
|
|
2020
Q1 | $594 | Hold |
88
| – | – | ﹤0.01% | 1003 |
|
|
2019
Q4 | $1.52K | Buy |
+88
| New | +$1.52K | ﹤0.01% | 845 |
|