CastleKeep Investment Advisors
MFIC icon

CastleKeep Investment Advisors’s MidCap Financial Investment MFIC Stock Holding History

CastleKeep Investment Advisors’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.45M Buy
396,173
+11,236
+3% +$124K 2.42% 11
2025
Q4 		$4.4M Sell
384,937
-13,746
-3% -$163K 1.99% 14
2025
Q3 		$4.78M Buy
398,683
+9,772
+3% +$125K 2.24% 12
2025
Q2 		$4.91M Buy
388,911
+89
+0% +$1.09K 2.4% 12
2025
Q1 		$5M Buy
388,822
+298,782
+332% +$4.06M 2.57% 9
2024
Q4 		$1.21M Buy
90,040
+6,351
+8% +$86.2K 0.85% 44
2024
Q3 		$1.12M Buy
83,689
+12,604
+18% +$178K 0.76% 55
2024
Q2 		$1.08M Sell
71,085
-3,690
-5% -$56.5K 0.83% 29
2024
Q1 		$1.12M Sell
74,775
-55
-0.1% -$780 0.81% 31
2023
Q4 		$1.02M Buy
+74,830
New +$997K 0.73% 58

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