CastleKeep Investment Advisors
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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
2025
Q3 		$4.78M Buy
2025
Q2 		$4.91M Buy
2025
Q1 		$5M Buy
2024
Q4 		$1.21M Buy
2024
Q3 		$1.12M Buy
2024
Q2 		$1.08M Sell
2024
Q1 		$1.12M Sell
2023
Q4 		$1.02M Buy