Confluence Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.58M | Sell |
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|
2025
Q2 | $2.08M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $362K | Sell |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $496K | Buy |
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|
2020
Q3 | $370K | Buy |
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|
2020
Q2 | $428K | Sell |
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|
2020
Q1 | $1.48M | Sell |
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|
2019
Q4 | $5.7M | Sell |
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|
2019
Q3 | $6.39M | Buy |
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|
2019
Q2 | $5.7M | Sell |
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|
2019
Q1 | $6.46M | Buy |
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|
2018
Q4 | $3.11M | Sell |
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|
2018
Q3 | $4.09M | Buy |
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|
2018
Q2 | $4.19M | Hold |
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|
2018
Q1 | $3.92M | Hold |
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|
2017
Q4 | $4.25M | Buy |
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|
2017
Q3 | $3.37M | Hold |
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|
2017
Q2 | $3.52M | Hold |
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|
2017
Q1 | $3.62M | Hold |
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|
2016
Q4 | $3.23M | Hold |
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|
2016
Q3 | $3.2M | Hold |
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|
2016
Q2 | $3.05M | Sell |
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|
2016
Q1 | $3.06M | Sell |
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|
2015
Q4 | $3.15M | Sell |
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|
2015
Q3 | $4.3M | Buy |
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|
2015
Q2 | $5.25M | Sell |
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|
2015
Q1 | $6.09M | Buy |
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|
2014
Q4 | $5.8M | Buy |
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|
2014
Q3 | $6.22M | Buy |
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|
2014
Q2 | $5.81M | Buy |
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|
2014
Q1 | $4.45M | Buy |
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|
2013
Q4 | $3.62M | Sell |
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|
2013
Q3 | $3.89M | Sell |
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|
2013
Q2 | $4.46M | Buy |
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