Lido Advisors’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 | $756K | Buy |
67,218
+2,397
| +4% | +$26.4K | ﹤0.01% | 1096 |
|
|
2025
Q4 | $774K | Buy |
64,821
+5,151
| +9% | +$61.1K | ﹤0.01% | 1116 |
|
|
2025
Q3 | $715K | Sell |
59,670
-9,488
| -14% | -$121K | ﹤0.01% | 1088 |
|
|
2025
Q2 | $873K | Buy |
69,158
+8,306
| +14% | +$102K | ﹤0.01% | 900 |
|
|
2025
Q1 | $783K | Sell |
60,852
-824
| -1% | -$11.2K | ﹤0.01% | 874 |
|
|
2024
Q4 | $832K | Sell |
61,676
-20,617
| -25% | -$280K | 0.01% | 833 |
|
|
2024
Q3 | $1.1M | Buy |
82,293
+25,995
| +46% | +$367K | 0.01% | 672 |
|
|
2024
Q2 | $852K | Buy |
56,298
+7,932
| +16% | +$122K | 0.01% | 721 |
|
|
2024
Q1 | $727K | Buy |
48,366
+700
| +1% | +$9.93K | 0.01% | 765 |
|
|
2023
Q4 | $652K | Buy |
+47,666
| New | +$635K | 0.01% | 764 |
|
|
2020
Q4 | – | Sell |
-10,529
| Closed | -$91K | – | 844 |
|
|
2020
Q3 | $91K | Sell |
10,529
-1,000
| -9% | -$9.25K | ﹤0.01% | 617 |
|
|
2020
Q2 | $116K | Sell |
11,529
-70,000
| -86% | -$632K | 0.01% | 573 |
|
|
2020
Q1 | $587K | Buy |
81,529
+31,000
| +61% | +$462K | 0.04% | 299 |
|
|
2019
Q4 | $909K | Buy |
+50,529
| New | +$833K | 0.05% | 280 |
|
|
2018
Q4 | – | Sell |
-3,530
| Closed | -$59K | – | 469 |
|
|
2018
Q3 | $59K | Hold |
3,530
| – | – | 0.01% | 447 |
|
|
2018
Q2 | $58K | Hold |
3,530
| – | – | 0.01% | 417 |
|
|
2018
Q1 | $55K | Hold |
3,530
| – | – | 0.01% | 393 |
|
|
2017
Q4 | $59K | Hold |
3,530
| – | – | 0.01% | 303 |
|
|
2017
Q3 | $62K | Hold |
3,530
| – | – | 0.01% | 279 |
|
|
2017
Q2 | $68K | Hold |
3,530
| – | – | 0.01% | 268 |
|
|
2017
Q1 | $70K | Hold |
3,530
| – | – | 0.02% | 234 |
|
|
2016
Q4 | $62K | Hold |
3,530
| – | – | 0.02% | 217 |
|
|
2016
Q3 | $61K | Hold |
3,530
| – | – | 0.02% | 150 |
|
|
2016
Q2 | $59K | Hold |
3,530
| – | – | 0.02% | 156 |
|
|
2016
Q1 | $59K | Buy |
+3,530
| New | +$54.5K | 0.02% | 145 |
|
Other funds holding MFIC
TIM
AMH
SFM
NCM
