Key Financial Inc’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	$1.69K	Hold	150	–	–	﹤0.01%	1189
2025 Q4	$1.72K	Hold	150	–	–	﹤0.01%	1190
2025 Q3	$1.77K	Hold	150	–	–	﹤0.01%	1207
2025 Q2	$1.89K	Hold	150	–	–	﹤0.01%	1193
2025 Q1	$1.93K	Hold	150	–	–	﹤0.01%	1151
2024 Q4	$2.02K	Hold	150	–	–	﹤0.01%	1151
2024 Q3	$2.01K	Hold	150	–	–	﹤0.01%	1109
2024 Q2	$2.27K	Hold	150	–	–	﹤0.01%	1092
2024 Q1	$2.26K	Hold	150	–	–	﹤0.01%	1090
2023 Q4	$2.05K	Hold	150	–	–	﹤0.01%	1099
2023 Q3	$2.06K	Hold	150	–	–	﹤0.01%	1109
2023 Q2	$1.88K	Hold	150	–	–	﹤0.01%	1169
2023 Q1	$1.71K	Hold	150	–	–	﹤0.01%	978
2022 Q4	$1.53K	Hold	150	–	–	﹤0.01%	985
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	960
2022 Q2	$2K	Hold	150	–	–	﹤0.01%	946
2022 Q1	$2K	Buy	+150	New	+$1.99K	﹤0.01%	935