Janney Montgomery Scott’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 | – | Sell |
-364,142
| Closed | -$4.17M | – | 2943 |
|
|
2025
Q4 | $4.17M | Sell |
364,142
-31,692
| -8% | -$376K | 0.01% | 980 |
|
|
2025
Q3 | $4.75M | Buy |
395,834
+339,259
| +600% | +$4.33M | 0.01% | 911 |
|
|
2025
Q2 | $714K | Sell |
56,575
-1,351
| -2% | -$16.6K | ﹤0.01% | 1792 |
|
|
2025
Q1 | $745K | Sell |
57,926
-4,178
| -7% | -$56.8K | ﹤0.01% | 1729 |
|
|
2024
Q4 | $838K | Sell |
62,104
-1,187
| -2% | -$16.1K | ﹤0.01% | 1670 |
|
|
2024
Q3 | $847K | Buy |
63,291
+46,176
| +270% | +$652K | ﹤0.01% | 1617 |
|
|
2024
Q2 | $259K | Sell |
17,115
-3,633
| -18% | -$55.7K | ﹤0.01% | 2295 |
|
|
2024
Q1 | $312K | Buy |
20,748
+1,048
| +5% | +$14.9K | ﹤0.01% | 2316 |
|
|
2023
Q4 | $270K | Sell |
19,700
-983
| -5% | -$13.1K | ﹤0.01% | 2294 |
|
|
2023
Q3 | $284K | Buy |
20,683
+1,882
| +10% | +$25.2K | ﹤0.01% | 2162 |
|
|
2023
Q2 | $236K | Sell |
18,801
-201
| -1% | -$2.34K | ﹤0.01% | 2371 |
|
|
2023
Q1 | $217K | Sell |
19,002
-1,090
| -5% | -$13.1K | ﹤0.01% | 2244 |
|
|
2022
Q4 | $229K | Sell |
20,092
-172
| -0.8% | -$1.98K | ﹤0.01% | 2291 |
|
|
2022
Q3 | $207K | Sell |
20,264
-1,784
| -8% | -$21.7K | ﹤0.01% | 2269 |
|
|
2022
Q2 | $239K | Buy |
22,048
+2,046
| +10% | +$25K | ﹤0.01% | 2042 |
|
|
2022
Q1 | $264K | Sell |
20,002
-666
| -3% | -$8.84K | ﹤0.01% | 1954 |
|
|
2021
Q4 | $264K | Buy |
20,668
+751
| +4% | +$9.86K | ﹤0.01% | 2069 |
|
|
2021
Q3 | $258K | Sell |
19,917
-1,617
| -8% | -$22K | ﹤0.01% | 2038 |
|
|
2021
Q2 | $294K | Buy |
21,534
+165
| +0.8% | +$2.37K | ﹤0.01% | 1929 |
|
|
2021
Q1 | $293K | Buy |
21,369
+833
| +4% | +$11K | ﹤0.01% | 1866 |
|
|
2020
Q4 | $218K | Sell |
20,536
-1,166
| -5% | -$11.3K | ﹤0.01% | 2059 |
|
|
2020
Q3 | $179K | Buy |
21,702
+999
| +5% | +$9.24K | ﹤0.01% | 1934 |
|
|
2020
Q2 | $198K | Sell |
20,703
-1,262
| -6% | -$11.4K | ﹤0.01% | 1835 |
|
|
2020
Q1 | $148K | Sell |
21,965
-467
| -2% | -$6.96K | ﹤0.01% | 1728 |
|
|
2019
Q4 | $392K | Sell |
22,432
-345
| -2% | -$5.69K | ﹤0.01% | 1561 |
|
|
2019
Q3 | $366K | Sell |
22,777
-2,890
| -11% | -$47.2K | ﹤0.01% | 1572 |
|
|
2019
Q2 | $406K | Sell |
25,667
-1,447
| -5% | -$22.7K | ﹤0.01% | 1545 |
|
|
2019
Q1 | $411K | Sell |
27,114
-4,031
| -13% | -$60.5K | ﹤0.01% | 1498 |
|
|
2018
Q4 | $386K | Sell |
31,145
-1,398
| -4% | -$21.3K | ﹤0.01% | 1431 |
|
|
2018
Q3 | $531K | Sell |
32,543
-39
| -0.1% | -$665 | ﹤0.01% | 1411 |
|
|
2018
Q2 | $544K | Buy |
32,582
+274
| +0.8% | +$4.55K | 0.01% | 1334 |
|
|
2018
Q1 | $506K | Sell |
32,308
-1,246
| -4% | -$20.7K | 0.01% | 1329 |
|
|
2017
Q4 | $570K | Sell |
33,554
-3,443
| -9% | -$61.8K | 0.01% | 1241 |
|
|
2017
Q3 | $678K | Sell |
36,997
-2,934
| -7% | -$54.6K | 0.01% | 1107 |
|
|
2017
Q2 | $765K | Buy |
39,931
+7,600
| +24% | +$148K | 0.01% | 997 |
|
|
2017
Q1 | $636K | Sell |
32,331
-2,895
| -8% | -$53.6K | 0.01% | 1050 |
|
|
2016
Q4 | $619K | Buy |
35,226
+566
| +2% | +$10.1K | 0.01% | 993 |
|
|
2016
Q3 | $603K | Buy |
+34,660
| New | +$608K | 0.01% | 870 |
|
|
2016
Q2 | – | Sell |
-20,645
| Closed | -$344K | – | 975 |
|
|
2016
Q1 | $344K | Buy |
20,645
+820
| +4% | +$12.7K | 0.01% | 906 |
|
|
2015
Q4 | $310K | Buy |
19,825
+4,777
| +32% | +$81.7K | 0.01% | 1039 |
|
|
2015
Q3 | $247K | Buy |
15,048
+842
| +6% | +$16.7K | 0.01% | 1145 |
|
|
2015
Q2 | $302K | Sell |
14,206
-1,014
| -7% | -$23.5K | 0.01% | 1504 |
|
|
2015
Q1 | $350K | Sell |
15,220
-896
| -6% | -$20.2K | 0.01% | 1637 |
|
|
2014
Q4 | $359K | Buy |
16,116
+810
| +5% | +$19.4K | 0.01% | 1560 |
|
|
2014
Q3 | $375K | Sell |
15,306
-2,103
| -12% | -$54.5K | 0.01% | 1487 |
|
|
2014
Q2 | $450K | Buy |
17,409
+3,358
| +24% | +$82.8K | 0.01% | 1302 |
|
|
2014
Q1 | $350K | Sell |
14,051
-5,648
| -29% | -$146K | 0.01% | 1353 |
|
|
2013
Q4 | $501K | Buy |
19,699
+1,413
| +8% | +$36.3K | 0.01% | 1083 |
|
|
2013
Q3 | $447K | Buy |
18,286
+6,090
| +50% | +$148K | 0.01% | 1064 |
|
|
2013
Q2 | $283K | Buy |
+12,196
| New | +$304K | 0.03% | 557 |
|
Other funds holding MFIC
TIM
AMH
SFM
NCM
