HighTower Advisors’s MidCap Financial Investment MFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
89,492
+3,928
| +5% | +$49.6K | ﹤0.01% | 1933 |
|
|
2025
Q1 | $1.1M | Sell |
85,564
-3,753
| -4% | -$48.3K | ﹤0.01% | 1894 |
|
|
2024
Q4 | $1.2M | Sell |
89,317
-2,570
| -3% | -$34.7K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $1.23M | Buy |
91,887
+30,262
| +49% | +$405K | ﹤0.01% | 1798 |
|
|
2024
Q2 | $934K | Sell |
61,625
-730
| -1% | -$11.1K | ﹤0.01% | 1887 |
|
|
2024
Q1 | $937K | Sell |
62,355
-4,800
| -7% | -$72.1K | ﹤0.01% | 1840 |
|
|
2023
Q4 | $918K | Sell |
67,155
-433
| -0.6% | -$5.92K | ﹤0.01% | 1877 |
|
|
2023
Q3 | $928K | Buy |
67,588
+1,556
| +2% | +$21.4K | ﹤0.01% | 1820 |
|
|
2023
Q2 | $831K | Sell |
66,032
-14,012
| -18% | -$176K | ﹤0.01% | 1861 |
|
|
2023
Q1 | $912K | Buy |
80,044
+3,053
| +4% | +$34.8K | ﹤0.01% | 1713 |
|
|
2022
Q4 | $878K | Sell |
76,991
-5,672
| -7% | -$64.7K | ﹤0.01% | 1742 |
|
|
2022
Q3 | $845K | Buy |
82,663
+9,040
| +12% | +$92.4K | ﹤0.01% | 1698 |
|
|
2022
Q2 | $796K | Sell |
73,623
-548
| -0.7% | -$5.93K | ﹤0.01% | 1766 |
|
|
2022
Q1 | $967K | Buy |
74,171
+11,037
| +17% | +$144K | ﹤0.01% | 1773 |
|
|
2021
Q4 | $806K | Buy |
63,134
+24,406
| +63% | +$312K | ﹤0.01% | 1863 |
|
|
2021
Q3 | $501K | Buy |
38,728
+945
| +3% | +$12.2K | ﹤0.01% | 2047 |
|
|
2021
Q2 | $516K | Buy |
37,783
+1,927
| +5% | +$26.3K | ﹤0.01% | 2027 |
|
|
2021
Q1 | $490K | Sell |
35,856
-3,767
| -10% | -$51.5K | ﹤0.01% | 1982 |
|
|
2020
Q4 | $423K | Buy |
39,623
+12,634
| +47% | +$135K | ﹤0.01% | 1697 |
|
|
2020
Q3 | $222K | Buy |
26,989
+2,772
| +11% | +$22.8K | ﹤0.01% | 1996 |
|
|
2020
Q2 | $232K | Buy |
24,217
+7,753
| +47% | +$74.3K | ﹤0.01% | 1876 |
|
|
2020
Q1 | $110K | Sell |
16,464
-86,478
| -84% | -$578K | ﹤0.01% | 1903 |
|
|
2019
Q4 | $1.8M | Buy |
102,942
+17,818
| +21% | +$311K | 0.01% | 897 |
|
|
2019
Q3 | $1.37M | Buy |
+85,124
| New | +$1.37M | 0.01% | 1029 |
|
|
2018
Q4 | – | Sell |
-16,368
| Closed | -$89K | – | 2176 |
|
|
2018
Q3 | $89K | Buy |
16,368
+830
| +5% | +$4.51K | ﹤0.01% | 2057 |
|
|
2018
Q2 | $87K | Sell |
15,538
-140,261
| -90% | -$785K | ﹤0.01% | 2006 |
|
|
2018
Q1 | $815K | Buy |
155,799
+10,619
| +7% | +$55.5K | 0.01% | 1182 |
|
|
2017
Q4 | $819K | Buy |
145,180
+9,002
| +7% | +$50.8K | 0.01% | 1219 |
|
|
2017
Q3 | $833K | Buy |
136,178
+118,294
| +661% | +$724K | 0.01% | 1190 |
|
|
2017
Q2 | $115K | Buy |
17,884
+1,451
| +9% | +$9.33K | ﹤0.01% | 1934 |
|
|
2017
Q1 | $108K | Sell |
16,433
-15,944
| -49% | -$105K | ﹤0.01% | 1855 |
|
|
2016
Q4 | $190K | Sell |
32,377
-346
| -1% | -$2.03K | ﹤0.01% | 1688 |
|
|
2016
Q3 | $192K | Sell |
32,723
-134,002
| -80% | -$786K | ﹤0.01% | 1659 |
|
|
2016
Q2 | $938K | Sell |
166,725
-61
| -0% | -$343 | 0.01% | 909 |
|
|
2016
Q1 | $939K | Sell |
166,786
-12,020
| -7% | -$67.7K | ﹤0.01% | 1011 |
|
|
2015
Q4 | $940K | Sell |
178,806
-181,455
| -50% | -$954K | 0.01% | 1002 |
|
|
2015
Q3 | $1.98M | Buy |
+360,261
| New | +$1.98M | 0.03% | 623 |
|
|
2015
Q2 | – | Sell |
-436,829
| Closed | -$3.35M | – | 1667 |
|
|
2015
Q1 | $3.35M | Sell |
436,829
-12,707
| -3% | -$97.5K | 0.05% | 420 |
|
|
2014
Q4 | $3.32M | Buy |
449,536
+191,357
| +74% | +$1.41M | 0.05% | 411 |
|
|
2014
Q3 | $2.11M | Buy |
258,179
+50,790
| +24% | +$415K | 0.04% | 538 |
|
|
2014
Q2 | $1.79M | Buy |
207,389
+24,407
| +13% | +$210K | 0.03% | 593 |
|
|
2014
Q1 | $1.52M | Buy |
182,982
+49,578
| +37% | +$412K | 0.03% | 600 |
|
|
2013
Q4 | $1.13M | Buy |
133,404
+87,969
| +194% | +$746K | 0.02% | 655 |
|
|
2013
Q3 | $382K | Buy |
45,435
+29,096
| +178% | +$245K | 0.01% | 932 |
|
|
2013
Q2 | $126K | Buy |
+16,339
| New | +$126K | ﹤0.01% | 1168 |
|