B. Riley 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 | $241K | Buy |
+19,102
| New | +$241K | 0.01% | 781 |
|
|
2024
Q2 | – | Sell |
-11,361
| Closed | -$156K | – | 1522 |
|
|
2024
Q1 | $156K | Sell |
11,361
-2,377
| -17% | -$32.7K | ﹤0.01% | 1308 |
|
|
2023
Q4 | $188K | Buy |
13,738
+2,377
| +21% | +$32.5K | 0.01% | 1275 |
|
|
2023
Q3 | $156K | Sell |
11,361
-3,417
| -23% | -$47K | ﹤0.01% | 1308 |
|
|
2023
Q2 | $186K | Sell |
14,778
-1,078
| -7% | -$13.5K | ﹤0.01% | 1370 |
|
|
2023
Q1 | $181K | Buy |
15,856
+478
| +3% | +$5.45K | ﹤0.01% | 1318 |
|
|
2022
Q4 | $178K | Buy |
+15,378
| New | +$178K | 0.01% | 1288 |
|
|
2022
Q3 | – | Sell |
-13,247
| Closed | -$143K | – | 1496 |
|
|
2022
Q2 | $143K | Buy |
13,247
+2,538
| +24% | +$27.4K | 0.01% | 1090 |
|
|
2022
Q1 | $142K | Buy |
+10,709
| New | +$142K | ﹤0.01% | 1260 |
|
|
2021
Q4 | – | Sell |
-10,227
| Closed | -$136K | – | 1460 |
|
|
2021
Q3 | $136K | Buy |
+10,227
| New | +$136K | ﹤0.01% | 1300 |
|
|
2021
Q2 | – | Sell |
-12,069
| Closed | -$152K | – | 1420 |
|
|
2021
Q1 | $152K | Buy |
12,069
+588
| +5% | +$7.41K | 0.01% | 1235 |
|
|
2020
Q4 | $123K | Sell |
11,481
-6,148
| -35% | -$65.9K | 0.01% | 971 |
|
|
2020
Q3 | $162K | Sell |
17,629
-21
| -0.1% | -$193 | 0.01% | 858 |
|
|
2020
Q2 | $170K | Sell |
17,650
-19,233
| -52% | -$185K | 0.01% | 786 |
|
|
2020
Q1 | $250K | Buy |
36,883
+4,972
| +16% | +$33.7K | 0.02% | 599 |
|
|
2019
Q4 | $521K | Buy |
31,911
+1,087
| +4% | +$17.7K | 0.04% | 421 |
|
|
2019
Q3 | $496K | Sell |
30,824
-8,800
| -22% | -$142K | 0.05% | 410 |
|
|
2019
Q2 | $603K | Sell |
39,624
-7,818
| -16% | -$119K | 0.07% | 308 |
|
|
2019
Q1 | $606K | Buy |
47,442
+1,586
| +3% | +$20.3K | 0.08% | 280 |
|
|
2018
Q4 | $569K | Sell |
45,856
-105,704
| -70% | -$1.31M | 0.08% | 264 |
|
|
2018
Q3 | $2.47M | Sell |
151,560
-2,154
| -1% | -$35.1K | 0.29% | 70 |
|
|
2018
Q2 | $2.57M | Sell |
153,714
-5,038
| -3% | -$84.2K | 0.34% | 62 |
|
|
2018
Q1 | $2.49M | Buy |
158,752
+43,083
| +37% | +$675K | 0.35% | 71 |
|
|
2017
Q4 | $1.96M | Buy |
115,669
+101,464
| +714% | +$1.72M | 0.27% | 103 |
|
|
2017
Q3 | $261K | Buy |
+14,205
| New | +$261K | 0.04% | 421 |
|
|
2015
Q4 | – | Sell |
-3,458
| Closed | -$57K | – | 601 |
|
|
2015
Q3 | $57K | Buy |
3,458
+48
| +1% | +$791 | 0.01% | 530 |
|
|
2015
Q2 | $73K | Buy |
+3,410
| New | +$73K | 0.02% | 506 |
|
|
2015
Q1 | – | Sell |
-7,529
| Closed | -$1.1K | – | 1396 |
|
|
2014
Q4 | $1.1K | Buy |
+7,529
| New | +$1.1K | 0.02% | 715 |
|
|
2014
Q3 | – | Sell |
-2,967
| Closed | -$76.6K | – | 1381 |
|
|
2014
Q2 | $76.6K | Buy |
2,967
+334
| +13% | +$8.63K | 0.02% | 837 |
|
|
2014
Q1 | $66K | Buy |
+2,633
| New | +$66K | 0.02% | 706 |
|