Jones Financial Companies’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
$82.7K Buy
6,614
+1,400
+27% +$17.5K ﹤0.01% 2013
2025
Q1
$68K Buy
5,214
+775
+17% +$10.1K ﹤0.01% 1941
2024
Q4
$59.9K Buy
4,439
+200
+5% +$2.7K ﹤0.01% 1805
2024
Q3
$56.8K Buy
4,239
+4,064
+2,322% +$54.5K ﹤0.01% 1598
2024
Q2
$2.65K Buy
+175
New +$2.65K ﹤0.01% 2100