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