Sigma Planning Corp’s MidCap Financial Investment MFIC Stock Holding History

Sigma Planning Corp’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$827K	Buy	73,561 +1,719	+2%	+$18.9K	0.02%	649
2025 Q4	$822K	Buy	71,842 +583	+0.8%	+$6.92K	0.02%	613
2025 Q3	$854K	Sell	71,259 -1,787	-2%	-$22.8K	0.02%	590
2025 Q2	$922K	Buy	73,046 +2,183	+3%	+$26.8K	0.03%	523
2025 Q1	$911K	Buy	70,863 +10,425	+17%	+$142K	0.03%	523
2024 Q4	$815K	Buy	60,438 +2,633	+5%	+$35.8K	0.03%	565
2024 Q3	$774K	Buy	57,805 +5,025	+10%	+$71K	0.02%	578
2024 Q2	$799K	Buy	52,780 +1,055	+2%	+$16.2K	0.03%	544
2024 Q1	$778K	Buy	51,725 +33,391	+182%	+$474K	0.02%	590
2023 Q4	$251K	Sell	18,334 -32,136	-64%	-$428K	0.02%	688
2023 Q3	$694K	Buy	50,470 +4,842	+11%	+$64.8K	0.03%	586
2023 Q2	$573K	Sell	45,628 -2,194	-5%	-$25.6K	0.02%	675
2023 Q1	$545K	Buy	47,822 +3,430	+8%	+$41.1K	0.02%	756
2022 Q4	$506K	Buy	44,392 +369	+0.8%	+$4.25K	0.02%	759
2022 Q3	$450K	Buy	44,023 +2,954	+7%	+$36K	0.02%	773
2022 Q2	$442K	Buy	41,069 +4,050	+11%	+$49.5K	0.02%	806
2022 Q1	$489K	Sell	37,019 -2,732	-7%	-$36.3K	0.01%	851
2021 Q4	$508K	Buy	39,751 +1,855	+5%	+$24.4K	0.01%	851
2021 Q3	$492K	Buy	37,896 +2,612	+7%	+$35.6K	0.02%	822
2021 Q2	$482K	Buy	35,284 +4,523	+15%	+$64.8K	0.01%	844
2021 Q1	$422K	Buy	30,761 +242	+0.8%	+$3.19K	0.01%	837
2020 Q4	$324K	Buy	30,519 +1,267	+4%	+$12.3K	0.01%	867
2020 Q3	$242K	Buy	29,252 +2,785	+11%	+$25.8K	0.01%	879
2020 Q2	$253K	Buy	26,467 +4,157	+19%	+$37.5K	0.01%	848
2020 Q1	$151K	Sell	22,310 -4,646	-17%	-$69.3K	0.01%	815
2019 Q4	$471K	Buy	26,956 +3,310	+14%	+$54.6K	0.02%	618
2019 Q3	$380K	Sell	23,646 -796	-3%	-$13K	0.02%	678
2019 Q2	$386K	Sell	24,442 -1,318	-5%	-$20.7K	0.02%	635
2019 Q1	$390K	Sell	25,760 -750	-3%	-$11.3K	0.02%	582
2018 Q4	$329K	Sell	26,510 -616	-2%	-$9.38K	0.02%	570
2018 Q3	$443K	Sell	27,126 -1,935	-7%	-$33K	0.03%	524
2018 Q2	$486K	Sell	29,061 -2,425	-8%	-$40.3K	0.03%	462
2018 Q1	$493K	Sell	31,486 -492	-2%	-$8.17K	0.04%	445
2017 Q4	$543K	Sell	31,978 -3,748	-10%	-$67.2K	0.04%	416
2017 Q3	$655K	Buy	35,726 +5,485	+18%	+$102K	0.05%	351
2017 Q2	$580K	Buy	30,241 +6,300	+26%	+$123K	0.05%	369
2017 Q1	$471K	Buy	23,941 +3,298	+16%	+$61.1K	0.05%	415
2016 Q4	$363K	Buy	20,643 +247	+1%	+$4.42K	0.04%	464
2016 Q3	$355K	Buy	20,396 +1,763	+9%	+$30.9K	0.04%	457
2016 Q2	$310K	Buy	18,633 +543	+3%	+$9.09K	0.04%	468
2016 Q1	$301K	Buy	18,090 +893	+5%	+$13.8K	0.04%	452
2015 Q4	$269K	Sell	17,197 -1,265	-7%	-$21.6K	0.04%	491
2015 Q3	$304K	Sell	18,462 -297	-2%	-$5.88K	0.05%	425
2015 Q2	$398K	Sell	18,759 -1,336	-7%	-$30.9K	0.05%	402
2015 Q1	$463K	Buy	20,095 +4,300	+27%	+$96.9K	0.06%	366
2014 Q4	$352K	Buy	+15,795	New	+$378K	0.05%	444