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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-14,142
| Closed | -$162K | – | 4159 |
|
|
2025
Q4 | $162K | Sell |
14,142
-2,763
| -16% | -$32.8K | ﹤0.01% | 3614 |
|
|
2025
Q3 | $203K | Buy |
16,905
+2,366
| +16% | +$30.2K | ﹤0.01% | 3475 |
|
|
2025
Q2 | $183K | Buy |
14,539
+773
| +6% | +$9.48K | ﹤0.01% | 3254 |
|
|
2025
Q1 | $177K | Buy |
13,766
+804
| +6% | +$10.9K | ﹤0.01% | 3115 |
|
|
2024
Q4 | $175K | Buy |
12,962
+359
| +3% | +$4.88K | ﹤0.01% | 3014 |
|
|
2024
Q3 | $169K | Buy |
12,603
+1,950
| +18% | +$27.5K | ﹤0.01% | 2897 |
|
|
2024
Q2 | $161K | Sell |
10,653
-407
| -4% | -$6.24K | ﹤0.01% | 2735 |
|
|
2024
Q1 | $166K | Sell |
11,060
-52
| -0.5% | -$737 | ﹤0.01% | 2614 |
|
|
2023
Q4 | $152K | Sell |
11,112
-285
| -3% | -$3.8K | ﹤0.01% | 2502 |
|
|
2023
Q3 | $157K | Buy |
+11,397
| New | +$153K | ﹤0.01% | 2307 |
|
|
2018
Q4 | – | Sell |
-3,889
| Closed | -$63K | – | 2041 |
|
|
2018
Q3 | $63K | Buy |
3,889
+140
| +4% | +$2.38K | ﹤0.01% | 1850 |
|
|
2018
Q2 | $63K | Sell |
3,749
-1,412
| -27% | -$23.5K | ﹤0.01% | 1828 |
|
|
2018
Q1 | $81K | Buy |
5,161
+1,037
| +25% | +$17.2K | ﹤0.01% | 1775 |
|
|
2017
Q4 | $70K | Sell |
4,124
-18,892
| -82% | -$339K | ﹤0.01% | 1770 |
|
|
2017
Q3 | $422K | Buy |
23,016
+14,436
| +168% | +$269K | ﹤0.01% | 1129 |
|
|
2017
Q2 | $164K | Sell |
8,580
-15,997
| -65% | -$311K | ﹤0.01% | 1639 |
|
|
2017
Q1 | $484K | Buy |
24,577
+1,920
| +8% | +$35.6K | ﹤0.01% | 1006 |
|
|
2016
Q4 | $398K | Buy |
22,657
+17,976
| +384% | +$322K | ﹤0.01% | 1036 |
|
|
2016
Q3 | $81K | Buy |
4,681
+147
| +3% | +$2.58K | ﹤0.01% | 1982 |
|
|
2016
Q2 | $75K | Sell |
4,534
-114
| -2% | -$1.91K | ﹤0.01% | 1848 |
|
|
2016
Q1 | $77K | Sell |
4,648
-6,422
| -58% | -$99.1K | ﹤0.01% | 1790 |
|
|
2015
Q4 | $173K | Sell |
11,070
-4,035
| -27% | -$69K | ﹤0.01% | 1292 |
|
|
2015
Q3 | $248K | Sell |
15,105
-7,134
| -32% | -$141K | ﹤0.01% | 1071 |
|
|
2015
Q2 | $472K | Buy |
22,239
+4,516
| +25% | +$105K | ﹤0.01% | 680 |
|
|
2015
Q1 | $408K | Buy |
17,723
+129
| +0.7% | +$2.91K | ﹤0.01% | 829 |
|
|
2014
Q4 | $392K | Buy |
17,594
+3,217
| +22% | +$77K | ﹤0.01% | 797 |
|
|
2014
Q3 | $352K | Buy |
14,377
+13,215
| +1,137% | +$342K | ﹤0.01% | 794 |
|
|
2014
Q2 | $30K | Sell |
1,162
-222
| -16% | -$5.47K | ﹤0.01% | 2226 |
|
|
2014
Q1 | $35K | Sell |
1,384
-5,917
| -81% | -$153K | ﹤0.01% | 2030 |
|
|
2013
Q4 | $186K | Buy |
7,301
+6,484
| +794% | +$167K | ﹤0.01% | 898 |
|
|
2013
Q3 | $20K | Sell |
817
-136
| -14% | -$3.3K | ﹤0.01% | 2103 |
|
|
2013
Q2 | $22K | Buy |
+953
| New | +$23.8K | ﹤0.01% | 1870 |
|
Other funds holding MFIC
TIM
AMH
SFM
NCM
