Commonwealth Equity Services’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $367K | Sell |
32,638
-2,010
| -6% | -$22.2K | ﹤0.01% | 3495 |
|
|
2025
Q4 | $396K | Sell |
34,648
-439,700
| -93% | -$5.22M | ﹤0.01% | 3391 |
|
|
2025
Q3 | $5.69M | Buy |
474,348
+8,320
| +2% | +$106K | 0.01% | 1253 |
|
|
2025
Q2 | $5.88M | Buy |
466,028
+115,775
| +33% | +$1.42M | 0.01% | 1210 |
|
|
2025
Q1 | $4.5M | Buy |
350,253
+9,967
| +3% | +$136K | 0.01% | 1337 |
|
|
2024
Q4 | $4.59M | Buy |
340,286
+17,818
| +6% | +$242K | 0.01% | 1287 |
|
|
2024
Q3 | $4.32M | Buy |
322,468
+119,211
| +59% | +$1.68M | 0.01% | 1315 |
|
|
2024
Q2 | $3.08M | Sell |
203,257
-134,623
| -40% | -$2.06M | ﹤0.01% | 1506 |
|
|
2024
Q1 | $5.08M | Buy |
337,880
+3,215
| +1% | +$45.6K | 0.01% | 1157 |
|
|
2023
Q4 | $4.58M | Buy |
334,665
+5,222
| +2% | +$69.6K | 0.01% | 1151 |
|
|
2023
Q3 | $4.53M | Buy |
329,443
+36,842
| +13% | +$493K | 0.01% | 1086 |
|
|
2023
Q2 | $3.67M | Buy |
292,601
+33,263
| +13% | +$388K | 0.01% | 1229 |
|
|
2023
Q1 | $2.96K | Buy |
259,338
+45,714
| +21% | +$548K | 0.01% | 1300 |
|
|
2022
Q4 | $2.44M | Sell |
213,624
-39,328
| -16% | -$453K | 0.01% | 1379 |
|
|
2022
Q3 | $2.58M | Sell |
252,952
-15,463
| -6% | -$188K | 0.01% | 1259 |
|
|
2022
Q2 | $2.89M | Buy |
268,415
+7,482
| +3% | +$91.5K | 0.01% | 1199 |
|
|
2022
Q1 | $3.45M | Sell |
260,933
-25,814
| -9% | -$343K | 0.01% | 1160 |
|
|
2021
Q4 | $3.67M | Buy |
286,747
+35,346
| +14% | +$464K | 0.01% | 1095 |
|
|
2021
Q3 | $3.26M | Buy |
251,401
+52,221
| +26% | +$711K | 0.01% | 1128 |
|
|
2021
Q2 | $2.72M | Buy |
199,180
+4,411
| +2% | +$63.2K | 0.01% | 1229 |
|
|
2021
Q1 | $2.67M | Buy |
194,769
+65,177
| +50% | +$860K | 0.01% | 1134 |
|
|
2020
Q4 | $1.38M | Buy |
129,592
+585
| +0.5% | +$5.68K | ﹤0.01% | 1453 |
|
|
2020
Q3 | $1.07M | Buy |
129,007
+4,474
| +4% | +$41.4K | ﹤0.01% | 1459 |
|
|
2020
Q2 | $1.19M | Buy |
124,533
+46,451
| +59% | +$419K | ﹤0.01% | 1316 |
|
|
2020
Q1 | $527K | Sell |
78,082
-15,051
| -16% | -$224K | ﹤0.01% | 1659 |
|
|
2019
Q4 | $1.63M | Buy |
93,133
+1,267
| +1% | +$20.9K | 0.01% | 1152 |
|
|
2019
Q3 | $1.48M | Sell |
91,866
-6,648
| -7% | -$109K | 0.01% | 1136 |
|
|
2019
Q2 | $1.56M | Buy |
98,514
+3,976
| +4% | +$62.5K | 0.01% | 1097 |
|
|
2019
Q1 | $1.43M | Buy |
94,538
+2,121
| +2% | +$31.8K | 0.01% | 1088 |
|
|
2018
Q4 | $1.15M | Sell |
92,417
-13,031
| -12% | -$198K | 0.01% | 1128 |
|
|
2018
Q3 | $1.72M | Buy |
105,448
+5,880
| +6% | +$100K | 0.01% | 1002 |
|
|
2018
Q2 | $1.66M | Sell |
99,568
-615
| -0.6% | -$10.2K | 0.01% | 1003 |
|
|
2018
Q1 | $1.57M | Buy |
100,183
+4,065
| +4% | +$67.5K | 0.01% | 1010 |
|
|
2017
Q4 | $1.63M | Sell |
96,118
-4,877
| -5% | -$87.5K | 0.01% | 953 |
|
|
2017
Q3 | $1.85M | Buy |
100,995
+11,249
| +13% | +$209K | 0.01% | 836 |
|
|
2017
Q2 | $1.72M | Buy |
89,746
+304
| +0.3% | +$5.91K | 0.01% | 861 |
|
|
2017
Q1 | $1.76M | Buy |
89,442
+7,491
| +9% | +$139K | 0.01% | 806 |
|
|
2016
Q4 | $1.44M | Buy |
81,951
+3,263
| +4% | +$58.5K | 0.01% | 868 |
|
|
2016
Q3 | $1.37M | Buy |
78,688
+10,512
| +15% | +$184K | 0.01% | 854 |
|
|
2016
Q2 | $1.13M | Buy |
68,176
+7,378
| +12% | +$124K | 0.01% | 911 |
|
|
2016
Q1 | $1.01M | Buy |
60,798
+809
| +1% | +$12.5K | 0.01% | 931 |
|
|
2015
Q4 | $939K | Buy |
59,989
+5,875
| +11% | +$101K | 0.01% | 966 |
|
|
2015
Q3 | $890K | Buy |
54,114
+15,187
| +39% | +$301K | 0.01% | 953 |
|
|
2015
Q2 | $827K | Buy |
38,927
+5,051
| +15% | +$117K | 0.01% | 1059 |
|
|
2015
Q1 | $780K | Sell |
33,876
-9,406
| -22% | -$212K | 0.01% | 1086 |
|
|
2014
Q4 | $963K | Sell |
43,282
-2,287
| -5% | -$54.8K | 0.01% | 915 |
|
|
2014
Q3 | $1.12M | Buy |
45,569
+1,419
| +3% | +$36.8K | 0.01% | 815 |
|
|
2014
Q2 | $1.14M | Buy |
44,150
+5,792
| +15% | +$143K | 0.01% | 798 |
|
|
2014
Q1 | $956K | Buy |
38,358
+6,035
| +19% | +$156K | 0.01% | 823 |
|
|
2013
Q4 | $822K | Buy |
32,323
+2,903
| +10% | +$74.7K | 0.01% | 868 |
|
|
2013
Q3 | $719K | Buy |
29,420
+527
| +2% | +$12.8K | 0.01% | 890 |
|
|
2013
Q2 | $671K | Buy |
+28,893
| New | +$721K | 0.01% | 879 |
|
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