HighTower Advisors’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 | $872K | Buy |
77,616
+2,739
| +4% | +$30.2K | ﹤0.01% | 2282 |
|
|
2025
Q4 | $857K | Sell |
74,877
-14,964
| -17% | -$178K | ﹤0.01% | 2235 |
|
|
2025
Q3 | $1.08M | Buy |
89,841
+349
| +0.4% | +$4.45K | ﹤0.01% | 2039 |
|
|
2025
Q2 | $1.13M | Buy |
89,492
+3,928
| +5% | +$48.2K | ﹤0.01% | 1936 |
|
|
2025
Q1 | $1.1M | Sell |
85,564
-3,753
| -4% | -$51K | ﹤0.01% | 1901 |
|
|
2024
Q4 | $1.2M | Sell |
89,317
-2,570
| -3% | -$34.9K | ﹤0.01% | 1848 |
|
|
2024
Q3 | $1.23M | Buy |
91,887
+30,262
| +49% | +$427K | ﹤0.01% | 1799 |
|
|
2024
Q2 | $934K | Sell |
61,625
-730
| -1% | -$11.2K | ﹤0.01% | 1891 |
|
|
2024
Q1 | $937K | Sell |
62,355
-4,800
| -7% | -$68.1K | ﹤0.01% | 1844 |
|
|
2023
Q4 | $918K | Sell |
67,155
-433
| -0.6% | -$5.77K | ﹤0.01% | 1886 |
|
|
2023
Q3 | $928K | Buy |
67,588
+1,556
| +2% | +$20.8K | ﹤0.01% | 1825 |
|
|
2023
Q2 | $831K | Sell |
66,032
-14,012
| -18% | -$163K | ﹤0.01% | 1863 |
|
|
2023
Q1 | $912K | Buy |
80,044
+3,053
| +4% | +$36.6K | ﹤0.01% | 1717 |
|
|
2022
Q4 | $878K | Sell |
76,991
-5,672
| -7% | -$65.3K | ﹤0.01% | 1753 |
|
|
2022
Q3 | $845K | Buy |
82,663
+9,040
| +12% | +$110K | ﹤0.01% | 1708 |
|
|
2022
Q2 | $796K | Sell |
73,623
-548
| -0.7% | -$6.7K | ﹤0.01% | 1775 |
|
|
2022
Q1 | $967K | Buy |
74,171
+11,037
| +17% | +$147K | ﹤0.01% | 1779 |
|
|
2021
Q4 | $806K | Buy |
63,134
+24,406
| +63% | +$321K | ﹤0.01% | 1872 |
|
|
2021
Q3 | $501K | Buy |
38,728
+945
| +3% | +$12.9K | ﹤0.01% | 2052 |
|
|
2021
Q2 | $516K | Buy |
37,783
+1,927
| +5% | +$27.6K | ﹤0.01% | 2029 |
|
|
2021
Q1 | $490K | Sell |
35,856
-3,767
| -10% | -$49.7K | ﹤0.01% | 1986 |
|
|
2020
Q4 | $423K | Buy |
39,623
+12,634
| +47% | +$123K | ﹤0.01% | 1715 |
|
|
2020
Q3 | $222K | Buy |
26,989
+2,772
| +11% | +$25.6K | ﹤0.01% | 2020 |
|
|
2020
Q2 | $232K | Buy |
24,217
+7,753
| +47% | +$70K | ﹤0.01% | 1894 |
|
|
2020
Q1 | $110K | Sell |
16,464
-86,478
| -84% | -$1.29M | ﹤0.01% | 1928 |
|
|
2019
Q4 | $1.79M | Buy |
102,942
+17,818
| +21% | +$294K | 0.01% | 898 |
|
|
2019
Q3 | $1.37M | Buy |
+85,124
| New | +$1.39M | 0.01% | 1029 |
|
|
2018
Q4 | – | Sell |
-5,456
| Closed | -$89K | – | 2304 |
|
|
2018
Q3 | $89K | Buy |
5,456
+277
| +5% | +$4.72K | ﹤0.01% | 2072 |
|
|
2018
Q2 | $87K | Sell |
5,179
-46,754
| -90% | -$777K | ﹤0.01% | 2018 |
|
|
2018
Q1 | $815K | Buy |
51,933
+3,540
| +7% | +$58.8K | 0.01% | 1184 |
|
|
2017
Q4 | $819K | Buy |
48,393
+3,000
| +7% | +$53.8K | 0.01% | 1221 |
|
|
2017
Q3 | $833K | Buy |
45,393
+39,432
| +661% | +$733K | 0.01% | 1192 |
|
|
2017
Q2 | $115K | Buy |
5,961
+483
| +9% | +$9.39K | ﹤0.01% | 1940 |
|
|
2017
Q1 | $108K | Sell |
5,478
-5,314
| -49% | -$98.4K | ﹤0.01% | 1863 |
|
|
2016
Q4 | $190K | Sell |
10,792
-116
| -1% | -$2.08K | ﹤0.01% | 1691 |
|
|
2016
Q3 | $192K | Sell |
10,908
-44,667
| -80% | -$783K | ﹤0.01% | 1662 |
|
|
2016
Q2 | $938K | Sell |
55,575
-20
| -0% | -$335 | 0.01% | 909 |
|
|
2016
Q1 | $939K | Sell |
55,595
-4,007
| -7% | -$61.9K | 0.01% | 1069 |
|
|
2015
Q4 | $940K | Sell |
59,602
-60,485
| -50% | -$1.03M | 0.01% | 1004 |
|
|
2015
Q3 | $1.98M | Buy |
+120,087
| New | +$2.38M | 0.03% | 623 |
|
|
2015
Q2 | – | Sell |
-145,610
| Closed | -$3.35M | – | 1667 |
|
|
2015
Q1 | $3.35M | Sell |
145,610
-4,235
| -3% | -$95.4K | 0.05% | 420 |
|
|
2014
Q4 | $3.32M | Buy |
149,845
+63,785
| +74% | +$1.53M | 0.05% | 411 |
|
|
2014
Q3 | $2.11M | Buy |
86,060
+16,930
| +24% | +$439K | 0.04% | 538 |
|
|
2014
Q2 | $1.79M | Buy |
69,130
+8,136
| +13% | +$201K | 0.03% | 594 |
|
|
2014
Q1 | $1.52M | Buy |
60,994
+16,526
| +37% | +$426K | 0.03% | 600 |
|
|
2013
Q4 | $1.13M | Buy |
44,468
+29,323
| +194% | +$754K | 0.02% | 655 |
|
|
2013
Q3 | $382K | Buy |
15,145
+9,699
| +178% | +$235K | 0.01% | 945 |
|
|
2013
Q2 | $126K | Buy |
+5,446
| New | +$136K | ﹤0.01% | 1170 |
|
Other funds holding MFIC
TIM
AMH
SFM
NCM
