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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.94M | Sell |
261,745
-55,725
| -18% | -$614K | ﹤0.01% | 3147 |
|
|
2025
Q4 | $3.63M | Sell |
317,470
-189,950
| -37% | -$2.25M | ﹤0.01% | 2831 |
|
|
2025
Q3 | $6.08M | Sell |
507,420
-31,047
| -6% | -$396K | ﹤0.01% | 2295 |
|
|
2025
Q2 | $6.8M | Sell |
538,467
-23,670
| -4% | -$290K | ﹤0.01% | 2057 |
|
|
2025
Q1 | $7.23M | Buy |
562,137
+138,454
| +33% | +$1.88M | ﹤0.01% | 1847 |
|
|
2024
Q4 | $5.72M | Sell |
423,683
-18,633
| -4% | -$253K | ﹤0.01% | 1972 |
|
|
2024
Q3 | $5.92M | Buy |
442,316
+306,331
| +225% | +$4.33M | ﹤0.01% | 1847 |
|
|
2024
Q2 | $2.06M | Sell |
135,985
-1,903
| -1% | -$29.2K | ﹤0.01% | 2567 |
|
|
2024
Q1 | $2.07M | Buy |
137,888
+13,496
| +11% | +$191K | ﹤0.01% | 2508 |
|
|
2023
Q4 | $1.7M | Buy |
124,392
+14,516
| +13% | +$193K | ﹤0.01% | 2562 |
|
|
2023
Q3 | $1.51M | Sell |
109,876
-14,985
| -12% | -$201K | ﹤0.01% | 2549 |
|
|
2023
Q2 | $1.57M | Buy |
124,861
+2,282
| +2% | +$26.6K | ﹤0.01% | 2461 |
|
|
2023
Q1 | $1.4M | Buy |
122,579
+2,579
| +2% | +$30.9K | ﹤0.01% | 2477 |
|
|
2022
Q4 | $1.37M | Buy |
120,000
+25,239
| +27% | +$291K | ﹤0.01% | 2394 |
|
|
2022
Q3 | $968K | Buy |
94,761
+1,631
| +2% | +$19.9K | ﹤0.01% | 2570 |
|
|
2022
Q2 | $1M | Sell |
93,130
-332,116
| -78% | -$4.06M | ﹤0.01% | 2580 |
|
|
2022
Q1 | $5.62M | Sell |
425,246
-11,080
| -3% | -$147K | ﹤0.01% | 1373 |
|
|
2021
Q4 | $5.58M | Buy |
436,326
+14,959
| +4% | +$196K | ﹤0.01% | 1387 |
|
|
2021
Q3 | $5.46M | Buy |
421,367
+313,773
| +292% | +$4.27M | 0.01% | 1341 |
|
|
2021
Q2 | $1.47M | Buy |
107,594
+17,826
| +20% | +$256K | ﹤0.01% | 2231 |
|
|
2021
Q1 | $1.23M | Buy |
89,768
+21,064
| +31% | +$278K | ﹤0.01% | 2217 |
|
|
2020
Q4 | $730K | Buy |
68,704
+14,376
| +26% | +$140K | ﹤0.01% | 2436 |
|
|
2020
Q3 | $449K | Sell |
54,328
-851
| -2% | -$7.87K | ﹤0.01% | 2559 |
|
|
2020
Q2 | $528K | Buy |
55,179
+1,223
| +2% | +$11K | ﹤0.01% | 2337 |
|
|
2020
Q1 | $364K | Sell |
53,956
-9,355
| -15% | -$139K | ﹤0.01% | 2335 |
|
|
2019
Q4 | $1.1M | Buy |
63,311
+2,683
| +4% | +$44.3K | ﹤0.01% | 1759 |
|
|
2019
Q3 | $976K | Sell |
60,628
-1,691
| -3% | -$27.6K | ﹤0.01% | 1767 |
|
|
2019
Q2 | $985K | Buy |
62,319
+4,887
| +9% | +$76.8K | ﹤0.01% | 1736 |
|
|
2019
Q1 | $870K | Buy |
57,432
+358
| +0.6% | +$5.37K | ﹤0.01% | 1747 |
|
|
2018
Q4 | $708K | Sell |
57,074
-204
| -0.4% | -$3.11K | ﹤0.01% | 1769 |
|
|
2018
Q3 | $935K | Buy |
57,278
+8,878
| +18% | +$151K | ﹤0.01% | 1713 |
|
|
2018
Q2 | $809K | Buy |
48,400
+1,874
| +4% | +$31.1K | ﹤0.01% | 1781 |
|
|
2018
Q1 | $729K | Sell |
46,526
-17,944
| -28% | -$298K | ﹤0.01% | 1839 |
|
|
2017
Q4 | $1.09M | Buy |
64,470
+4,072
| +7% | +$73K | ﹤0.01% | 1461 |
|
|
2017
Q3 | $1.11M | Sell |
60,398
-1,341
| -2% | -$24.9K | ﹤0.01% | 1364 |
|
|
2017
Q2 | $1.18M | Buy |
61,739
+28,841
| +88% | +$561K | ﹤0.01% | 1269 |
|
|
2017
Q1 | $647K | Sell |
32,898
-2,253
| -6% | -$41.7K | ﹤0.01% | 1579 |
|
|
2016
Q4 | $626K | Sell |
35,151
-4,113
| -10% | -$73.7K | ﹤0.01% | 1541 |
|
|
2016
Q3 | $690K | Sell |
39,264
-7,441
| -16% | -$130K | 0.01% | 1471 |
|
|
2016
Q2 | $782K | Sell |
46,705
-19,220
| -29% | -$322K | 0.01% | 1335 |
|
|
2016
Q1 | $1.12M | Sell |
65,925
-6,608
| -9% | -$102K | ﹤0.01% | 1591 |
|
|
2015
Q4 | $1.19M | Buy |
72,533
+35,593
| +96% | +$609K | ﹤0.01% | 1547 |
|
|
2015
Q3 | $617K | Buy |
36,940
+8,343
| +29% | +$165K | ﹤0.01% | 1611 |
|
|
2015
Q2 | $620K | Buy |
28,597
+855
| +3% | +$19.8K | ﹤0.01% | 1728 |
|
|
2015
Q1 | $642K | Buy |
27,742
+4,833
| +21% | +$109K | ﹤0.01% | 1672 |
|
|
2014
Q4 | $510K | Buy |
22,909
+286
| +1% | +$6.85K | ﹤0.01% | 1760 |
|
|
2014
Q3 | $554K | Buy |
22,623
+5,043
| +29% | +$131K | ﹤0.01% | 1706 |
|
|
2014
Q2 | $454K | Buy |
17,580
+3,486
| +25% | +$85.9K | ﹤0.01% | 1873 |
|
|
2014
Q1 | $351K | Sell |
14,094
-71,763
| -84% | -$1.85M | ﹤0.01% | 2030 |
|
|
2013
Q4 | $2.18M | Buy |
85,857
+61,437
| +252% | +$1.58M | 0.01% | 780 |
|
|
2013
Q3 | $612K | Sell |
24,420
-11,150
| -31% | -$271K | ﹤0.01% | 1492 |
|
|
2013
Q2 | $826K | Buy |
+35,570
| New | +$887K | 0.01% | 1241 |
|
Other funds holding MFIC
TIM
AMH
SFM
NCM
