Advisory Research’s Medallion Financial MFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-176,699
| Closed | -$1.24M | – | 273 |
|
|
2015
Q4 | $1.24M | Sell |
176,699
-18,087
| -9% | -$127K | 0.02% | 186 |
|
|
2015
Q3 | $1.48M | Sell |
194,786
-1,841
| -0.9% | -$14K | 0.02% | 190 |
|
|
2015
Q2 | $1.64M | Buy |
196,627
+9,998
| +5% | +$83.5K | 0.02% | 194 |
|
|
2015
Q1 | $1.73M | Sell |
186,629
-195,406
| -51% | -$1.81M | 0.02% | 199 |
|
|
2014
Q4 | $3.82M | Buy |
382,035
+218,855
| +134% | +$2.19M | 0.04% | 168 |
|
|
2014
Q3 | $1.9M | Buy |
+163,180
| New | +$1.9M | 0.02% | 205 |
|
|
2014
Q2 | – | Sell |
-37,060
| Closed | -$490K | – | 539 |
|
|
2014
Q1 | $490K | Hold |
37,060
| – | – | 0.01% | 294 |
|
|
2013
Q4 | $532K | Buy |
+37,060
| New | +$532K | 0.01% | 275 |
|