Lido Advisors’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 | $873K | Buy |
69,158
+8,306
| +14% | +$105K | ﹤0.01% | 813 |
|
|
2025
Q1 | $783K | Sell |
60,852
-824
| -1% | -$10.6K | ﹤0.01% | 819 |
|
|
2024
Q4 | $832K | Sell |
61,676
-20,617
| -25% | -$278K | ﹤0.01% | 767 |
|
|
2024
Q3 | $1.1M | Buy |
82,293
+25,995
| +46% | +$348K | 0.01% | 614 |
|
|
2024
Q2 | $852K | Buy |
56,298
+7,932
| +16% | +$120K | ﹤0.01% | 660 |
|
|
2024
Q1 | $727K | Buy |
48,366
+700
| +1% | +$10.5K | ﹤0.01% | 696 |
|
|
2023
Q4 | $652K | Buy |
+47,666
| New | +$652K | ﹤0.01% | 694 |
|
|
2020
Q4 | – | Sell |
-10,529
| Closed | -$91K | – | 743 |
|
|
2020
Q3 | $91K | Sell |
10,529
-1,000
| -9% | -$8.64K | ﹤0.01% | 541 |
|
|
2020
Q2 | $116K | Sell |
11,529
-70,000
| -86% | -$704K | ﹤0.01% | 496 |
|
|
2020
Q1 | $587K | Buy |
81,529
+31,000
| +61% | +$223K | 0.03% | 267 |
|
|
2019
Q4 | $909K | Buy |
+50,529
| New | +$909K | 0.04% | 249 |
|
|
2018
Q4 | – | Sell |
-3,530
| Closed | -$59K | – | 439 |
|
|
2018
Q3 | $59K | Hold |
3,530
| – | – | 0.01% | 422 |
|
|
2018
Q2 | $58K | Hold |
3,530
| – | – | 0.01% | 396 |
|
|
2018
Q1 | $55K | Hold |
3,530
| – | – | 0.01% | 378 |
|
|
2017
Q4 | $59K | Hold |
3,530
| – | – | 0.01% | 290 |
|
|
2017
Q3 | $62K | Hold |
3,530
| – | – | 0.01% | 272 |
|
|
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 | +$59K | 0.02% | 145 |
|