Creative Planning’s Medallion Financial MFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-318
| Closed | -$2.24K | – | 2886 |
|
|
2023
Q3 | $2.24K | Buy |
+318
| New | +$2.24K | ﹤0.01% | 2737 |
|
|
2017
Q3 | – | Sell |
-12,501
| Closed | -$30K | – | 2887 |
|
|
2017
Q2 | $30K | Sell |
12,501
-1,174
| -9% | -$2.82K | ﹤0.01% | 2864 |
|
|
2017
Q1 | $27K | Buy |
13,675
+2,201
| +19% | +$4.35K | ﹤0.01% | 2889 |
|
|
2016
Q4 | $35K | Buy |
11,474
+10,000
| +678% | +$30.5K | ﹤0.01% | 2647 |
|
|
2016
Q3 | $6K | Buy |
1,474
+1,368
| +1,291% | +$5.57K | ﹤0.01% | 3731 |
|
|
2016
Q2 | $1K | Sell |
106
-9
| -8% | -$85 | ﹤0.01% | 4054 |
|
|
2016
Q1 | $1K | Buy |
115
+9
| +8% | +$78 | ﹤0.01% | 4035 |
|
|
2015
Q4 | $1K | Sell |
106
-2,400
| -96% | -$22.6K | ﹤0.01% | 4101 |
|
|
2015
Q3 | $19K | Buy |
+2,506
| New | +$19K | ﹤0.01% | 2740 |
|
|
2015
Q2 | – | Sell |
-506
| Closed | -$5K | – | 2121 |
|
|
2015
Q1 | $5K | Hold |
506
| – | – | ﹤0.01% | 3475 |
|
|
2014
Q4 | $5K | Sell |
506
-304
| -38% | -$3K | ﹤0.01% | 3428 |
|
|
2014
Q3 | $9K | Hold |
810
| – | – | ﹤0.01% | 2957 |
|
|
2014
Q2 | $10K | Sell |
810
-100
| -11% | -$1.24K | ﹤0.01% | 2810 |
|
|
2014
Q1 | $12K | Sell |
910
-596
| -40% | -$7.86K | ﹤0.01% | 2630 |
|
|
2013
Q4 | $22K | Buy |
1,506
+200
| +15% | +$2.92K | ﹤0.01% | 2127 |
|
|
2013
Q3 | $19K | Buy |
1,306
+1,000
| +327% | +$14.5K | ﹤0.01% | 2130 |
|
|
2013
Q2 | $4K | Buy |
+306
| New | +$4K | ﹤0.01% | 2625 |
|