Ethos Financial Group’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
$5.07M Buy
2025
Q2
$5.32M Buy
2025
Q1
$5.36M Buy
2024
Q4
$258K Hold
2024
Q3
$256K Hold
2024
Q2
$290K Hold
2024
Q1
$288K Sell
2023
Q4
$269K Hold
2023
Q3
$270K Sell
2023
Q2
$260K Hold
2023
Q1
$260K Hold
2022
Q4
$269K Buy