Sigma Planning Corp’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 | $922K | Buy |
73,046
+2,183
| +3% | +$27.6K | 0.03% | 523 |
|
|
2025
Q1 | $911K | Buy |
70,863
+10,425
| +17% | +$134K | 0.03% | 523 |
|
|
2024
Q4 | $815K | Buy |
60,438
+2,633
| +5% | +$35.5K | 0.03% | 565 |
|
|
2024
Q3 | $774K | Buy |
57,805
+5,025
| +10% | +$67.3K | 0.02% | 578 |
|
|
2024
Q2 | $799K | Buy |
52,780
+1,055
| +2% | +$16K | 0.03% | 544 |
|
|
2024
Q1 | $778K | Buy |
51,725
+33,391
| +182% | +$502K | 0.02% | 590 |
|
|
2023
Q4 | $251K | Sell |
18,334
-32,136
| -64% | -$440K | 0.02% | 688 |
|
|
2023
Q3 | $694K | Buy |
50,470
+4,842
| +11% | +$66.6K | 0.03% | 586 |
|
|
2023
Q2 | $573K | Sell |
45,628
-2,194
| -5% | -$27.6K | 0.02% | 675 |
|
|
2023
Q1 | $545K | Buy |
47,822
+3,430
| +8% | +$39.1K | 0.02% | 756 |
|
|
2022
Q4 | $506K | Buy |
44,392
+369
| +0.8% | +$4.21K | 0.02% | 759 |
|
|
2022
Q3 | $450K | Buy |
44,023
+2,954
| +7% | +$30.2K | 0.02% | 771 |
|
|
2022
Q2 | $442K | Buy |
41,069
+4,050
| +11% | +$43.6K | 0.02% | 803 |
|
|
2022
Q1 | $489K | Sell |
37,019
-2,732
| -7% | -$36.1K | 0.01% | 844 |
|
|
2021
Q4 | $508K | Buy |
39,751
+1,855
| +5% | +$23.7K | 0.01% | 841 |
|
|
2021
Q3 | $492K | Buy |
37,896
+2,612
| +7% | +$33.9K | 0.01% | 813 |
|
|
2021
Q2 | $482K | Buy |
35,284
+4,523
| +15% | +$61.8K | 0.01% | 832 |
|
|
2021
Q1 | $422K | Buy |
30,761
+242
| +0.8% | +$3.32K | 0.01% | 825 |
|
|
2020
Q4 | $324K | Buy |
30,519
+1,267
| +4% | +$13.5K | 0.01% | 855 |
|
|
2020
Q3 | $242K | Buy |
29,252
+2,785
| +11% | +$23K | 0.01% | 870 |
|
|
2020
Q2 | $253K | Buy |
26,467
+4,157
| +19% | +$39.7K | 0.01% | 841 |
|
|
2020
Q1 | $151K | Sell |
22,310
-4,646
| -17% | -$31.4K | 0.01% | 807 |
|
|
2019
Q4 | $471K | Buy |
26,956
+3,310
| +14% | +$57.8K | 0.02% | 611 |
|
|
2019
Q3 | $380K | Sell |
23,646
-796
| -3% | -$12.8K | 0.02% | 670 |
|
|
2019
Q2 | $386K | Sell |
24,442
-1,318
| -5% | -$20.8K | 0.02% | 634 |
|
|
2019
Q1 | $390K | Sell |
25,760
-750
| -3% | -$11.4K | 0.02% | 579 |
|
|
2018
Q4 | $329K | Sell |
26,510
-616
| -2% | -$7.65K | 0.02% | 560 |
|
|
2018
Q3 | $443K | Sell |
27,126
-1,935
| -7% | -$31.6K | 0.03% | 517 |
|
|
2018
Q2 | $486K | Sell |
29,061
-2,425
| -8% | -$40.6K | 0.03% | 461 |
|
|
2018
Q1 | $493K | Sell |
31,486
-492
| -2% | -$7.7K | 0.04% | 444 |
|
|
2017
Q4 | $543K | Sell |
31,978
-3,748
| -10% | -$63.6K | 0.04% | 415 |
|
|
2017
Q3 | $655K | Buy |
35,726
+5,485
| +18% | +$101K | 0.05% | 349 |
|
|
2017
Q2 | $580K | Buy |
30,241
+6,300
| +26% | +$121K | 0.05% | 369 |
|
|
2017
Q1 | $471K | Buy |
23,941
+3,298
| +16% | +$64.9K | 0.05% | 415 |
|
|
2016
Q4 | $363K | Buy |
20,643
+247
| +1% | +$4.34K | 0.04% | 462 |
|
|
2016
Q3 | $355K | Buy |
20,396
+1,763
| +9% | +$30.7K | 0.04% | 454 |
|
|
2016
Q2 | $310K | Buy |
18,633
+543
| +3% | +$9.03K | 0.04% | 464 |
|
|
2016
Q1 | $301K | Buy |
18,090
+893
| +5% | +$14.9K | 0.04% | 451 |
|
|
2015
Q4 | $269K | Sell |
17,197
-1,265
| -7% | -$19.8K | 0.04% | 484 |
|
|
2015
Q3 | $304K | Sell |
18,462
-297
| -2% | -$4.89K | 0.05% | 419 |
|
|
2015
Q2 | $398K | Sell |
18,759
-1,336
| -7% | -$28.3K | 0.05% | 402 |
|
|
2015
Q1 | $463K | Buy |
20,095
+4,300
| +27% | +$99.1K | 0.06% | 366 |
|
|
2014
Q4 | $352K | Buy |
+15,795
| New | +$352K | 0.05% | 444 |
|