M Holdings Securities’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 | – | Sell |
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|
2025
Q2 | $913K | Sell |
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|
2025
Q1 | $959K | Hold |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $888K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $487K | Buy |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $146K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $193K | Hold |
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|
2014
Q2 | $203K | Sell |
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|
2014
Q1 | $205K | Buy |
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