Cambridge Investment Research 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 | $143K | Sell |
11,358
-9,309
| -45% | -$117K | ﹤0.01% | 3424 |
|
2025
Q1 | $266K | Buy |
20,667
+1,578
| +8% | +$20.3K | ﹤0.01% | 2971 |
|
2024
Q4 | $258K | Buy |
19,089
+4,230
| +28% | +$57.2K | ﹤0.01% | 2977 |
|
2024
Q3 | $199K | Buy |
+14,859
| New | +$199K | ﹤0.01% | 3157 |
|
2024
Q2 | – | Sell |
-10,439
| Closed | -$157K | – | 3386 |
|
2024
Q1 | $157K | Sell |
10,439
-709
| -6% | -$10.7K | ﹤0.01% | 3081 |
|
2023
Q4 | $153K | Sell |
11,148
-2,815
| -20% | -$38.6K | ﹤0.01% | 2965 |
|
2023
Q3 | $192K | Buy |
13,963
+883
| +7% | +$12.1K | ﹤0.01% | 2823 |
|
2023
Q2 | $164K | Buy |
13,080
+21
| +0.2% | +$263 | ﹤0.01% | 2927 |
|
2023
Q1 | $149K | Buy |
13,059
+2,901
| +29% | +$33.1K | ﹤0.01% | 2903 |
|
2022
Q4 | $116K | Sell |
10,158
-372
| -4% | -$4.25K | ﹤0.01% | 2881 |
|
2022
Q3 | $108K | Sell |
10,530
-990
| -9% | -$10.2K | ﹤0.01% | 2838 |
|
2022
Q2 | $124K | Buy |
11,520
+135
| +1% | +$1.45K | ﹤0.01% | 2828 |
|
2022
Q1 | $151K | Buy |
11,385
+408
| +4% | +$5.41K | ﹤0.01% | 2941 |
|
2021
Q4 | $140K | Sell |
10,977
-796
| -7% | -$10.2K | ﹤0.01% | 2975 |
|
2021
Q3 | $153K | Sell |
11,773
-520
| -4% | -$6.76K | ﹤0.01% | 2878 |
|
2021
Q2 | $168K | Sell |
12,293
-1,287
| -9% | -$17.6K | ﹤0.01% | 2879 |
|
2021
Q1 | $186K | Sell |
13,580
-120
| -0.9% | -$1.64K | ﹤0.01% | 2650 |
|
2020
Q4 | $146K | Buy |
13,700
+126
| +0.9% | +$1.34K | ﹤0.01% | 2546 |
|
2020
Q3 | $112K | Sell |
13,574
-1,905
| -12% | -$15.7K | ﹤0.01% | 2378 |
|
2020
Q2 | $148K | Sell |
15,479
-3,800
| -20% | -$36.3K | ﹤0.01% | 2245 |
|
2020
Q1 | $130K | Sell |
19,279
-5,807
| -23% | -$39.2K | ﹤0.01% | 2058 |
|
2019
Q4 | $438K | Buy |
25,086
+726
| +3% | +$12.7K | ﹤0.01% | 1669 |
|
2019
Q3 | $392K | Buy |
+24,360
| New | +$392K | ﹤0.01% | 1657 |
|
2019
Q2 | – | Sell |
-26,141
| Closed | -$396K | – | 2295 |
|
2019
Q1 | $396K | Sell |
26,141
-155
| -0.6% | -$2.35K | ﹤0.01% | 1629 |
|
2018
Q4 | $326K | Sell |
26,296
-702
| -3% | -$8.7K | ﹤0.01% | 1612 |
|
2018
Q3 | $441K | Sell |
26,998
-432
| -2% | -$7.06K | ﹤0.01% | 1524 |
|
2018
Q2 | $458K | Sell |
27,430
-5,622
| -17% | -$93.9K | ﹤0.01% | 1448 |
|
2018
Q1 | $518K | Buy |
33,052
+673
| +2% | +$10.5K | 0.01% | 1334 |
|
2017
Q4 | $550K | Buy |
32,379
+2,694
| +9% | +$45.8K | 0.01% | 1272 |
|
2017
Q3 | $544K | Sell |
29,685
-2,607
| -8% | -$47.8K | 0.01% | 1216 |
|
2017
Q2 | $619K | Sell |
32,292
-5,134
| -14% | -$98.4K | 0.01% | 1064 |
|
2017
Q1 | $737K | Buy |
37,426
+8,198
| +28% | +$161K | 0.01% | 872 |
|
2016
Q4 | $514K | Sell |
29,228
-4,056
| -12% | -$71.3K | 0.01% | 995 |
|
2016
Q3 | $579K | Sell |
33,284
-3,112
| -9% | -$54.1K | 0.01% | 958 |
|
2016
Q2 | $605K | Sell |
36,396
-1,684
| -4% | -$28K | 0.01% | 848 |
|
2016
Q1 | $634K | Buy |
38,080
+36
| +0.1% | +$599 | 0.01% | 771 |
|
2015
Q4 | $596K | Sell |
38,044
-1,753
| -4% | -$27.5K | 0.01% | 781 |
|
2015
Q3 | $654K | Buy |
39,797
+7,277
| +22% | +$120K | 0.02% | 639 |
|
2015
Q2 | $691K | Buy |
32,520
+9,777
| +43% | +$208K | 0.02% | 657 |
|
2015
Q1 | $524K | Buy |
22,743
+2,373
| +12% | +$54.7K | 0.01% | 772 |
|
2014
Q4 | $453K | Buy |
20,370
+3,118
| +18% | +$69.3K | 0.01% | 828 |
|
2014
Q3 | $423K | Buy |
17,252
+4,157
| +32% | +$102K | 0.01% | 912 |
|
2014
Q2 | $338K | Sell |
13,095
-4,400
| -25% | -$114K | 0.01% | 953 |
|
2014
Q1 | $436K | Buy |
17,495
+4,737
| +37% | +$118K | 0.02% | 778 |
|
2013
Q4 | $324K | Buy |
12,758
+1,281
| +11% | +$32.5K | 0.01% | 845 |
|
2013
Q3 | $281K | Sell |
11,477
-787
| -6% | -$19.3K | 0.01% | 863 |
|
2013
Q2 | $285K | Buy |
+12,264
| New | +$285K | 0.01% | 785 |
|