NewEdge Advisors’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	$27.6K	Sell	2,455 -21,472	-90%	-$237K	﹤0.01%	3108
2025 Q4	$274K	Sell	23,927 -201	-0.8%	-$2.38K	﹤0.01%	2370
2025 Q3	$289K	Sell	24,128 -302	-1%	-$3.85K	﹤0.01%	2196
2025 Q2	$308K	Buy	24,430 +1,000	+4%	+$12.3K	﹤0.01%	2007
2025 Q1	$301K	Sell	23,430 -1,152	-5%	-$15.7K	﹤0.01%	1893
2024 Q4	$332K	Buy	24,582 +19	+0.1%	+$258	﹤0.01%	1828
2024 Q3	$329K	Buy	24,563 +2,785	+13%	+$39.3K	﹤0.01%	1750
2024 Q2	$330K	Buy	21,778 +15	+0.1%	+$230	﹤0.01%	1665
2024 Q1	$327K	Buy	21,763 +482	+2%	+$6.84K	﹤0.01%	1597
2023 Q4	$297K	Buy	21,281 +374	+2%	+$4.98K	﹤0.01%	1552
2023 Q3	$287K	Buy	20,907 +16	+0.1%	+$214	﹤0.01%	1451
2023 Q2	$262K	Buy	20,891 +18	+0.1%	+$210	﹤0.01%	1512
2023 Q1	$238K	Buy	20,873 +35	+0.2%	+$419	﹤0.01%	1469
2022 Q4	$238K	Buy	+20,838	New	+$240K	0.01%	1115