CastleKeep Investment 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 | $4.91M | Buy |
388,911
+89
| +0% | +$1.12K | 2.4% | 12 |
|
|
2025
Q1 | $5M | Buy |
388,822
+298,782
| +332% | +$3.84M | 2.57% | 9 |
|
|
2024
Q4 | $1.21M | Buy |
90,040
+6,351
| +8% | +$85.7K | 0.85% | 44 |
|
|
2024
Q3 | $1.12M | Buy |
83,689
+12,604
| +18% | +$169K | 0.76% | 55 |
|
|
2024
Q2 | $1.08M | Sell |
71,085
-3,690
| -5% | -$55.9K | 0.83% | 29 |
|
|
2024
Q1 | $1.12M | Sell |
74,775
-55
| -0.1% | -$827 | 0.81% | 31 |
|
|
2023
Q4 | $1.02M | Buy |
+74,830
| New | +$1.02M | 0.73% | 58 |
|