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Capital Advisory Group Advisory Services’s MidCap Financial Investment MFIC Stock Holding History

Capital Advisory Group Advisory Services’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$438K Hold
34,677
– – 0.16% 121
2025
Q1 		$446K Sell
34,677
-1,318
-4% -$16.9K 0.17% 113
2024
Q4 		$486K Buy
35,995
+14,378
+67% +$194K 0.17% 111
2024
Q3 		$289K Buy
+21,617
New +$289K 0.12% 131