Essex Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $176K | Buy |
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|
2025
Q2 | $134K | Buy |
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|
2025
Q1 | $136K | Buy |
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|
2024
Q4 | $137K | Buy |
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|
2024
Q3 | $135K | Buy |
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|
2024
Q2 | $135K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $160K | Hold |
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|
2022
Q4 | $159K | Hold |
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|
2022
Q3 | $143K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $84K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $82K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $112K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $66K | Sell |
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|
2016
Q1 | $115K | Hold |
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|
2015
Q4 | $108K | Hold |
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|
2015
Q3 | $114K | Hold |
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|
2015
Q2 | $147K | Hold |
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|
2015
Q1 | $159K | Sell |
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|
2014
Q4 | $187K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $93K | Hold |
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|
2014
Q1 | $89K | Hold |
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|
2013
Q4 | $91K | Hold |
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|
2013
Q3 | $88 | Hold |
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|
2013
Q2 | $83K | Buy |
|