IFP Advisors’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 | $19.1K | Buy |
1,514
+14
| +0.9% | +$177 | ﹤0.01% | 2570 |
|
|
2025
Q1 | $19.3K | Hold |
1,500
| – | – | ﹤0.01% | 2296 |
|
|
2024
Q4 | $20.2K | Hold |
1,500
| – | – | ﹤0.01% | 2241 |
|
|
2024
Q3 | $20.1K | Hold |
1,500
| – | – | ﹤0.01% | 2146 |
|
|
2024
Q2 | $22.7K | Hold |
1,500
| – | – | ﹤0.01% | 2022 |
|
|
2024
Q1 | $22.6K | Hold |
1,500
| – | – | ﹤0.01% | 1914 |
|
|
2023
Q4 | $20.5K | Sell |
1,500
-18,860
| -93% | -$258K | ﹤0.01% | 1903 |
|
|
2023
Q3 | $280K | Sell |
20,360
-800
| -4% | -$11K | 0.01% | 814 |
|
|
2023
Q2 | $266K | Hold |
21,160
| – | – | 0.01% | 884 |
|
|
2023
Q1 | $349K | Sell |
21,160
-66
| -0.3% | -$1.09K | 0.02% | 722 |
|
|
2022
Q4 | $353K | Hold |
21,226
| – | – | 0.01% | 1064 |
|
|
2022
Q3 | $353K | Hold |
21,226
| – | – | 0.01% | 1100 |
|
|
2022
Q2 | $353K | Hold |
21,226
| – | – | 0.01% | 995 |
|
|
2022
Q1 | $353K | Buy |
+21,226
| New | +$353K | 0.01% | 995 |
|
|
2020
Q1 | – | Sell |
-66
| Closed | -$1K | – | 3274 |
|
|
2019
Q4 | $1K | Sell |
66
-2,188
| -97% | -$33.2K | ﹤0.01% | 2672 |
|
|
2019
Q3 | $36K | Buy |
+2,254
| New | +$36K | ﹤0.01% | 1508 |
|
|
2019
Q1 | $5K | Sell |
300
-6,695
| -96% | -$112K | ﹤0.01% | 1864 |
|
|
2018
Q4 | $89K | Sell |
6,995
-12,382
| -64% | -$158K | 0.01% | 1251 |
|
|
2018
Q3 | $316K | Sell |
19,377
-1,874
| -9% | -$30.6K | 0.01% | 863 |
|
|
2018
Q2 | $355K | Sell |
21,251
-538
| -2% | -$8.99K | 0.01% | 804 |
|
|
2018
Q1 | $370K | Hold |
21,789
| – | – | 0.02% | 746 |
|
|
2017
Q4 | $370K | Sell |
21,789
-113
| -0.5% | -$1.92K | 0.02% | 744 |
|
|
2017
Q3 | $401K | Sell |
21,902
-284
| -1% | -$5.2K | 0.02% | 778 |
|
|
2017
Q2 | $425K | Buy |
22,186
+2,022
| +10% | +$38.7K | 0.02% | 738 |
|
|
2017
Q1 | $397K | Buy |
20,164
+3,204
| +19% | +$63.1K | 0.02% | 780 |
|
|
2016
Q4 | $298K | Sell |
16,960
-1,052
| -6% | -$18.5K | 0.01% | 857 |
|
|
2016
Q3 | $313K | Buy |
18,012
+1,654
| +10% | +$28.7K | 0.02% | 791 |
|
|
2016
Q2 | $272K | Buy |
16,358
+16,258
| +16,258% | +$270K | 0.02% | 828 |
|
|
2016
Q1 | $5K | Sell |
100
-15,348
| -99% | -$767K | ﹤0.01% | 1864 |
|
|
2015
Q4 | $242K | Buy |
+15,448
| New | +$242K | 0.02% | 759 |
|