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Kestra Advisory Services’s MidCap Financial Investment MFIC Stock Holding History

Kestra Advisory Services’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$243K Buy
19,263
+5,819
+43% +$73.4K ﹤0.01% 2516
2025
Q1 		$173K Sell
13,444
-8,543
-39% -$110K ﹤0.01% 2507
2024
Q4 		$297K Buy
21,987
+802
+4% +$10.8K ﹤0.01% 2214
2024
Q3 		$284K Buy
+21,185
New +$284K ﹤0.01% 2123