NewEdge 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 | $308K | Buy |
24,430
+1,000
| +4% | +$12.6K | ﹤0.01% | 2007 |
|
|
2025
Q1 | $301K | Sell |
23,430
-1,152
| -5% | -$14.8K | ﹤0.01% | 1893 |
|
|
2024
Q4 | $332K | Buy |
24,582
+19
| +0.1% | +$256 | ﹤0.01% | 1828 |
|
|
2024
Q3 | $329K | Buy |
24,563
+2,785
| +13% | +$37.3K | ﹤0.01% | 1750 |
|
|
2024
Q2 | $330K | Buy |
21,778
+15
| +0.1% | +$227 | ﹤0.01% | 1665 |
|
|
2024
Q1 | $327K | Buy |
21,763
+482
| +2% | +$7.25K | ﹤0.01% | 1597 |
|
|
2023
Q4 | $297K | Buy |
21,281
+374
| +2% | +$5.22K | ﹤0.01% | 1552 |
|
|
2023
Q3 | $287K | Buy |
20,907
+16
| +0.1% | +$220 | ﹤0.01% | 1451 |
|
|
2023
Q2 | $262K | Buy |
20,891
+18
| +0.1% | +$226 | ﹤0.01% | 1512 |
|
|
2023
Q1 | $238K | Buy |
20,873
+35
| +0.2% | +$399 | ﹤0.01% | 1469 |
|
|
2022
Q4 | $238K | Buy |
+20,838
| New | +$238K | 0.01% | 1115 |
|