Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $225K | Buy |
+16,800
| New | +$225K | ﹤0.01% | 3113 |
|
|
2023
Q1 | – | Sell |
-10,085
| Closed | -$115K | – | 3314 |
|
|
2022
Q4 | $115K | Buy |
+10,085
| New | +$115K | ﹤0.01% | 2984 |
|
|
2021
Q3 | – | Sell |
-13,334
| Closed | -$182K | – | 3297 |
|
|
2021
Q2 | $182K | Buy |
13,334
+586
| +5% | +$8K | ﹤0.01% | 3030 |
|
|
2021
Q1 | $175K | Buy |
12,748
+842
| +7% | +$11.6K | ﹤0.01% | 2931 |
|
|
2020
Q4 | $127K | Sell |
11,906
-18,900
| -61% | -$202K | ﹤0.01% | 2817 |
|
|
2020
Q3 | $255K | Sell |
30,806
-2,512
| -8% | -$20.8K | ﹤0.01% | 2372 |
|
|
2020
Q2 | $319K | Sell |
33,318
-7,596
| -19% | -$72.7K | ﹤0.01% | 2189 |
|
|
2020
Q1 | $276K | Buy |
40,914
+8,840
| +28% | +$59.6K | ﹤0.01% | 1891 |
|
|
2019
Q4 | $560K | Buy |
32,074
+14,954
| +87% | +$261K | ﹤0.01% | 1900 |
|
|
2019
Q3 | $275K | Buy |
17,120
+3,130
| +22% | +$50.3K | ﹤0.01% | 2294 |
|
|
2019
Q2 | $221K | Buy |
+13,990
| New | +$221K | ﹤0.01% | 2469 |
|
|
2018
Q4 | – | Sell |
-7,316
| Closed | -$119K | – | 2685 |
|
|
2018
Q3 | $119K | Sell |
7,316
-1,043
| -12% | -$17K | ﹤0.01% | 2634 |
|
|
2018
Q2 | $140K | Buy |
8,359
+775
| +10% | +$13K | ﹤0.01% | 2552 |
|
|
2018
Q1 | $119K | Sell |
7,584
-960
| -11% | -$15.1K | ﹤0.01% | 2347 |
|
|
2017
Q4 | $145K | Buy |
8,544
+973
| +13% | +$16.5K | ﹤0.01% | 2324 |
|
|
2017
Q3 | $139K | Sell |
7,571
-1,332
| -15% | -$24.5K | ﹤0.01% | 2351 |
|
|
2017
Q2 | $171K | Sell |
8,903
-414
| -4% | -$7.95K | ﹤0.01% | 2268 |
|
|
2017
Q1 | $183K | Buy |
9,317
+273
| +3% | +$5.36K | ﹤0.01% | 2162 |
|
|
2016
Q4 | $159K | Buy |
9,044
+744
| +9% | +$13.1K | ﹤0.01% | 2118 |
|
|
2016
Q3 | $144K | Sell |
8,300
-2,039
| -20% | -$35.4K | ﹤0.01% | 2100 |
|
|
2016
Q2 | $172K | Buy |
10,339
+3,433
| +50% | +$57.1K | ﹤0.01% | 2009 |
|
|
2016
Q1 | $115K | Buy |
+6,906
| New | +$115K | ﹤0.01% | 1879 |
|
|
2015
Q4 | – | Sell |
-13,405
| Closed | -$220K | – | 1611 |
|
|
2015
Q3 | $220K | Buy |
+13,405
| New | +$220K | ﹤0.01% | 1325 |
|