Charles Schwab’s Medallion Financial MFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
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|
2025
Q1 | $442K | Hold |
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|
2024
Q4 | $477K | Hold |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $390K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $74.9K | Hold |
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|
2022
Q3 | $74K | Hold |
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|
2022
Q2 | $68K | Hold |
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|
2022
Q1 | $90K | Hold |
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|
2021
Q4 | $61K | Hold |
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|
2021
Q3 | $83K | Hold |
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|
2021
Q2 | $93K | Hold |
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|
2021
Q1 | $74K | Hold |
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|
2020
Q4 | $52K | Hold |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $28K | Sell |
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|
2020
Q1 | $101K | Buy |
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|
2019
Q4 | $388K | Buy |
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|
2019
Q3 | $275K | Hold |
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|
2019
Q2 | $289K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $409K | Sell |
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|
2013
Q4 | $672K | Buy |
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|
2013
Q3 | $581K | Buy |
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|
2013
Q2 | $522K | Buy |
|