LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.08M | Sell |
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|
2025
Q2 | $6.8M | Sell |
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|
2025
Q1 | $7.23M | Buy |
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|
2024
Q4 | $5.72M | Sell |
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|
2024
Q3 | $5.92M | Buy |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.57M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $968K | Buy |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $5.62M | Sell |
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|
2021
Q4 | $5.58M | Buy |
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|
2021
Q3 | $5.46M | Buy |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $730K | Buy |
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|
2020
Q3 | $449K | Sell |
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|
2020
Q2 | $528K | Buy |
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|
2020
Q1 | $364K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $976K | Sell |
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|
2019
Q2 | $985K | Buy |
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|
2019
Q1 | $870K | Buy |
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|
2018
Q4 | $708K | Sell |
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|
2018
Q3 | $935K | Buy |
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|
2018
Q2 | $809K | Buy |
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|
2018
Q1 | $729K | Sell |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $1.11M | Sell |
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|
2017
Q2 | $1.18M | Buy |
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|
2017
Q1 | $647K | Sell |
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|
2016
Q4 | $626K | Sell |
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|
2016
Q3 | $690K | Sell |
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|
2016
Q2 | $782K | Sell |
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|
2016
Q1 | $1.12M | Sell |
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|
2015
Q4 | $1.19M | Buy |
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|
2015
Q3 | $617K | Buy |
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|
2015
Q2 | $620K | Buy |
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|
2015
Q1 | $642K | Buy |
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|
2014
Q4 | $510K | Buy |
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|
2014
Q3 | $554K | Buy |
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|
2014
Q2 | $454K | Buy |
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|
2014
Q1 | $351K | Sell |
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|
2013
Q4 | $2.18M | Buy |
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|
2013
Q3 | $612K | Sell |
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|
2013
Q2 | $826K | Buy |
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