Oppenheimer & Co’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 | $125K | Buy |
11,079
+349
| +3% | +$3.85K | ﹤0.01% | 1625 |
|
|
2025
Q4 | $123K | Sell |
10,730
-5,333
| -33% | -$63.3K | ﹤0.01% | 1483 |
|
|
2025
Q3 | $193K | Buy |
16,063
+320
| +2% | +$4.08K | ﹤0.01% | 1551 |
|
|
2025
Q2 | $199K | Buy |
15,743
+300
| +2% | +$3.68K | ﹤0.01% | 1506 |
|
|
2025
Q1 | $199K | Sell |
15,443
-944
| -6% | -$12.8K | ﹤0.01% | 1459 |
|
|
2024
Q4 | $221K | Buy |
+16,387
| New | +$223K | ﹤0.01% | 1416 |
|
|
2020
Q4 | – | Sell |
-13,166
| Closed | -$108K | – | 1381 |
|
|
2020
Q3 | $108K | Sell |
13,166
-6,698
| -34% | -$62K | ﹤0.01% | 1227 |
|
|
2020
Q2 | $191K | Buy |
19,864
+4,334
| +28% | +$39.1K | ﹤0.01% | 1133 |
|
|
2020
Q1 | $105K | Buy |
15,530
+4,500
| +41% | +$67.1K | ﹤0.01% | 1112 |
|
|
2019
Q4 | $193K | Hold |
11,030
| – | – | ﹤0.01% | 1191 |
|
|
2019
Q3 | $178K | Sell |
11,030
-732
| -6% | -$12K | ﹤0.01% | 1165 |
|
|
2019
Q2 | $186K | Sell |
11,762
-333
| -3% | -$5.23K | 0.01% | 1199 |
|
|
2019
Q1 | $183K | Sell |
12,095
-2,732
| -18% | -$41K | ﹤0.01% | 1240 |
|
|
2018
Q4 | $184K | Sell |
14,827
-406
| -3% | -$6.18K | 0.01% | 1120 |
|
|
2018
Q3 | $248K | Hold |
15,233
| – | – | 0.01% | 1139 |
|
|
2018
Q2 | $255K | Sell |
15,233
-11,767
| -44% | -$196K | 0.01% | 1126 |
|
|
2018
Q1 | $423K | Buy |
27,000
+233
| +0.9% | +$3.87K | 0.01% | 908 |
|
|
2017
Q4 | $454K | Sell |
26,767
-4,400
| -14% | -$78.9K | 0.01% | 895 |
|
|
2017
Q3 | $571K | Sell |
31,167
-5,400
| -15% | -$100K | 0.02% | 805 |
|
|
2017
Q2 | $701K | Sell |
36,567
-666
| -2% | -$13K | 0.02% | 712 |
|
|
2017
Q1 | $733K | Sell |
37,233
-2,300
| -6% | -$42.6K | 0.02% | 670 |
|
|
2016
Q4 | $695K | Buy |
39,533
+900
| +2% | +$16.1K | 0.02% | 682 |
|
|
2016
Q3 | $672K | Buy |
38,633
+466
| +1% | +$8.17K | 0.02% | 696 |
|
|
2016
Q2 | $634K | Buy |
38,167
+12,300
| +48% | +$206K | 0.02% | 700 |
|
|
2016
Q1 | $431K | Sell |
25,867
-2,333
| -8% | -$36K | 0.01% | 810 |
|
|
2015
Q4 | $442K | Buy |
28,200
+3,833
| +16% | +$65.6K | 0.01% | 811 |
|
|
2015
Q3 | $401K | Sell |
24,367
-9,100
| -27% | -$180K | 0.01% | 889 |
|
|
2015
Q2 | $711K | Buy |
33,467
+1,122
| +3% | +$26K | 0.02% | 734 |
|
|
2015
Q1 | $745K | Sell |
32,345
-820
| -2% | -$18.5K | 0.02% | 717 |
|
|
2014
Q4 | $738K | Sell |
33,165
-3,045
| -8% | -$72.9K | 0.02% | 704 |
|
|
2014
Q3 | $887K | Sell |
36,210
-6,480
| -15% | -$168K | 0.03% | 640 |
|
|
2014
Q2 | $1.1M | Buy |
42,690
+26,021
| +156% | +$641K | 0.03% | 592 |
|
|
2014
Q1 | $416K | Buy |
+16,669
| New | +$430K | 0.01% | 896 |
|
|
2013
Q3 | – | Sell |
-4,809
| Closed | -$112K | – | 1347 |
|
|
2013
Q2 | $112K | Buy |
+4,809
| New | +$120K | ﹤0.01% | 1182 |
|
Other funds holding MFIC
TIM
AMH
SFM
NCM
