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Sovereign Financial Group’s MidCap Financial Investment MFIC Stock Holding History

Sovereign Financial Group’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$153K Hold
12,113
– – 0.03% 306
2025
Q1 		$156K Hold
12,113
– – 0.04% 278
2024
Q4 		$163K Buy
12,113
+34
+0.3% +$459 0.04% 279
2024
Q3 		$162K Buy
+12,079
New +$162K 0.04% 276