Security National Bank’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 | $76.3K | Buy |
6,044
+348
| +6% | +$4.39K | 0.01% | 187 |
|
|
2025
Q1 | $73.3K | Buy |
5,696
+145
| +3% | +$1.87K | 0.01% | 187 |
|
|
2024
Q4 | $74.9K | Hold |
5,551
| – | – | 0.01% | 176 |
|
|
2024
Q3 | $74.3K | Buy |
5,551
+1
| +0% | +$13 | 0.01% | 174 |
|
|
2024
Q2 | $84K | Hold |
5,550
| – | – | 0.01% | 158 |
|
|
2024
Q1 | $83.5K | Hold |
5,550
| – | – | 0.01% | 158 |
|
|
2023
Q4 | $75.9K | Buy |
+5,550
| New | +$75.9K | 0.02% | 170 |
|