Ethos Financial Group’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
421,901
+5,953
| +1% | +$75.1K | 0.46% | 58 |
|
|
2025
Q1 | $5.36M | Buy |
415,948
+396,820
| +2,075% | +$5.11M | 0.51% | 50 |
|
|
2024
Q4 | $258K | Hold |
19,128
| – | – | 0.03% | 246 |
|
|
2024
Q3 | $256K | Hold |
19,128
| – | – | 0.04% | 229 |
|
|
2024
Q2 | $290K | Hold |
19,128
| – | – | 0.05% | 203 |
|
|
2024
Q1 | $288K | Sell |
19,128
-500
| -3% | -$7.53K | 0.05% | 207 |
|
|
2023
Q4 | $269K | Hold |
19,628
| – | – | 0.06% | 209 |
|
|
2023
Q3 | $270K | Sell |
19,628
-3,221
| -14% | -$44.3K | 0.07% | 141 |
|
|
2023
Q2 | $260K | Hold |
22,849
| – | – | 0.09% | 110 |
|
|
2023
Q1 | $260K | Hold |
22,849
| – | – | 0.08% | 131 |
|
|
2022
Q4 | $269K | Buy |
+22,849
| New | +$269K | 0.09% | 112 |
|