United Advisor Group’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 | $3.24M | Buy |
256,852
+610
| +0.2% | +$7.7K | 0.56% | 43 |
|
|
2025
Q1 | $3.3M | Buy |
256,242
+8,464
| +3% | +$109K | 0.68% | 36 |
|
|
2024
Q4 | $3.34M | Buy |
247,778
+4,547
| +2% | +$61.3K | 0.66% | 35 |
|
|
2024
Q3 | $3.26M | Buy |
243,231
+47,556
| +24% | +$637K | 0.74% | 32 |
|
|
2024
Q2 | $2.96M | Buy |
195,675
+8,794
| +5% | +$133K | 0.92% | 25 |
|
|
2024
Q1 | $2.81M | Buy |
+186,881
| New | +$2.81M | 1.06% | 23 |
|