Onyx Bridge Wealth Group’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	$206K	Buy	18,341 +249	+1%	+$2.74K	0.02%	341
2025 Q4	$207K	Buy	18,092 +289	+2%	+$3.43K	0.02%	338
2025 Q3	$213K	Buy	17,803 +264	+2%	+$3.37K	0.02%	330
2025 Q2	$221K	Buy	17,539 +249	+1%	+$3.05K	0.03%	268
2025 Q1	$222K	Buy	17,290 +230	+1%	+$3.13K	0.03%	252
2024 Q4	$230K	Buy	17,060 +216	+1%	+$2.93K	0.03%	239
2024 Q3	$226K	Sell	16,844 -142	-0.8%	-$2K	0.03%	247
2024 Q2	$257K	Hold	16,986	–	–	0.04%	216
2024 Q1	$258K	Sell	16,986 -2,665	-14%	-$37.8K	0.05%	207
2023 Q4	$269K	Hold	19,651	–	–	0.05%	202
2023 Q3	$270K	Sell	19,651 -4,465	-19%	-$59.8K	0.06%	187
2023 Q2	$303K	Hold	24,116	–	–	0.07%	173
2023 Q1	$275K	Hold	24,116	–	–	0.11%	136
2022 Q4	$286K	Buy	24,116 +2,165	+10%	+$24.9K	0.12%	124
2022 Q3	$230K	Sell	21,951 -2,665	-11%	-$32.5K	0.1%	135
2022 Q2	$278K	Sell	24,616 -200	-0.8%	-$2.44K	0.12%	110
2022 Q1	$319K	Hold	24,816	–	–	0.12%	99
2021 Q4	$324K	Sell	24,816 -2,500	-9%	-$32.8K	0.11%	106
2021 Q3	$365K	Hold	27,316	–	–	0.14%	88
2021 Q2	$371K	Sell	27,316 -300	-1%	-$4.3K	0.16%	69
2021 Q1	$379K	Hold	27,616	–	–	0.19%	60
2020 Q4	$293K	Buy	+27,616	New	+$268K	0.19%	49