Creative Planning’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 | $203K | Buy |
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|
2025
Q2 | $183K | Buy |
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|
2025
Q1 | $177K | Buy |
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|
2024
Q4 | $175K | Buy |
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|
2024
Q3 | $169K | Buy |
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|
2024
Q2 | $161K | Sell |
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|
2024
Q1 | $166K | Sell |
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|
2023
Q4 | $152K | Sell |
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|
2023
Q3 | $157K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $63K | Buy |
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|
2018
Q2 | $63K | Sell |
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|
2018
Q1 | $81K | Buy |
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|
2017
Q4 | $70K | Sell |
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|
2017
Q3 | $422K | Buy |
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|
2017
Q2 | $164K | Sell |
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|
2017
Q1 | $484K | Buy |
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|
2016
Q4 | $398K | Buy |
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|
2016
Q3 | $81K | Buy |
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|
2016
Q2 | $75K | Sell |
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|
2016
Q1 | $77K | Sell |
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|
2015
Q4 | $173K | Sell |
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|
2015
Q3 | $248K | Sell |
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|
2015
Q2 | $472K | Buy |
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|
2015
Q1 | $408K | Buy |
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|
2014
Q4 | $392K | Buy |
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|
2014
Q3 | $352K | Buy |
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|
2014
Q2 | $30K | Sell |
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|
2014
Q1 | $35K | Sell |
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|
2013
Q4 | $186K | Buy |
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|
2013
Q3 | $20K | Sell |
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|
2013
Q2 | $22K | Buy |
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