Principal Securities’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 | $467K | Buy |
36,999
+10,072
| +37% | +$127K | 0.01% | 890 |
|
|
2025
Q1 | $363K | Hold |
26,927
| – | – | 0.01% | 893 |
|
|
2024
Q4 | $363K | Buy |
26,927
+5,362
| +25% | +$72.3K | 0.01% | 888 |
|
|
2024
Q3 | $289K | Buy |
21,565
+21,456
| +19,684% | +$287K | 0.01% | 949 |
|
|
2024
Q2 | $1.65K | Hold |
109
| – | – | ﹤0.01% | 2963 |
|
|
2024
Q1 | $1.64K | Hold |
109
| – | – | ﹤0.01% | 2925 |
|
|
2023
Q4 | $1.49K | Buy |
+109
| New | +$1.49K | ﹤0.01% | 2874 |
|