Charles Schwab’s Medallion Financial MFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
47,297
-3,468
| -7% | -$33.1K | ﹤0.01% | 3171 |
|
|
2025
Q1 | $442K | Hold |
50,765
| – | – | ﹤0.01% | 3121 |
|
|
2024
Q4 | $477K | Hold |
50,765
| – | – | ﹤0.01% | 3155 |
|
|
2024
Q3 | $413K | Hold |
50,765
| – | – | ﹤0.01% | 3209 |
|
|
2024
Q2 | $390K | Buy |
+50,765
| New | +$390K | ﹤0.01% | 3291 |
|
|
2023
Q1 | – | Sell |
-10,486
| Closed | -$74.9K | – | 3575 |
|
|
2022
Q4 | $74.9K | Hold |
10,486
| – | – | ﹤0.01% | 3296 |
|
|
2022
Q3 | $74K | Hold |
10,486
| – | – | ﹤0.01% | 3248 |
|
|
2022
Q2 | $68K | Hold |
10,486
| – | – | ﹤0.01% | 3342 |
|
|
2022
Q1 | $90K | Hold |
10,486
| – | – | ﹤0.01% | 3432 |
|
|
2021
Q4 | $61K | Hold |
10,486
| – | – | ﹤0.01% | 3492 |
|
|
2021
Q3 | $83K | Hold |
10,486
| – | – | ﹤0.01% | 3398 |
|
|
2021
Q2 | $93K | Hold |
10,486
| – | – | ﹤0.01% | 3298 |
|
|
2021
Q1 | $74K | Hold |
10,486
| – | – | ﹤0.01% | 3404 |
|
|
2020
Q4 | $52K | Hold |
10,486
| – | – | ﹤0.01% | 3348 |
|
|
2020
Q3 | $27K | Hold |
10,486
| – | – | ﹤0.01% | 3301 |
|
|
2020
Q2 | $28K | Sell |
10,486
-43,496
| -81% | -$116K | ﹤0.01% | 3279 |
|
|
2020
Q1 | $101K | Buy |
53,982
+650
| +1% | +$1.22K | ﹤0.01% | 3107 |
|
|
2019
Q4 | $388K | Buy |
53,332
+10,486
| +24% | +$76.3K | ﹤0.01% | 2909 |
|
|
2019
Q3 | $275K | Hold |
42,846
| – | – | ﹤0.01% | 2985 |
|
|
2019
Q2 | $289K | Buy |
+42,846
| New | +$289K | ﹤0.01% | 3025 |
|
|
2014
Q2 | – | Sell |
-30,900
| Closed | -$409K | – | 3119 |
|
|
2014
Q1 | $409K | Sell |
30,900
-15,918
| -34% | -$211K | ﹤0.01% | 2677 |
|
|
2013
Q4 | $672K | Buy |
46,818
+7,884
| +20% | +$113K | ﹤0.01% | 2458 |
|
|
2013
Q3 | $581K | Buy |
38,934
+2,134
| +6% | +$31.8K | ﹤0.01% | 2485 |
|
|
2013
Q2 | $522K | Buy |
+36,800
| New | +$522K | ﹤0.01% | 2509 |
|