Dimensional Fund Advisors’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 | $109K | Hold |
11,451
| – | – | ﹤0.01% | 3176 |
|
|
2025
Q1 | $99.7K | Hold |
11,451
| – | – | ﹤0.01% | 3202 |
|
|
2024
Q4 | $108K | Hold |
11,451
| – | – | ﹤0.01% | 3236 |
|
|
2024
Q3 | $93.2K | Hold |
11,451
| – | – | ﹤0.01% | 3246 |
|
|
2024
Q2 | $87.9K | Hold |
11,451
| – | – | ﹤0.01% | 3263 |
|
|
2024
Q1 | $90.6K | Hold |
11,451
| – | – | ﹤0.01% | 3270 |
|
|
2023
Q4 | $113K | Hold |
11,451
| – | – | ﹤0.01% | 3265 |
|
|
2023
Q3 | $80.4K | Hold |
11,451
| – | – | ﹤0.01% | 3338 |
|
|
2023
Q2 | $90.6K | Hold |
11,451
| – | – | ﹤0.01% | 3338 |
|
|
2023
Q1 | $87.8K | Hold |
11,451
| – | – | ﹤0.01% | 3322 |
|
|
2022
Q4 | $82 | Hold |
11,451
| – | – | ﹤0.01% | 3350 |
|
|
2022
Q3 | $80K | Hold |
11,451
| – | – | ﹤0.01% | 3360 |
|
|
2022
Q2 | $73K | Hold |
11,451
| – | – | ﹤0.01% | 3363 |
|
|
2022
Q1 | $97K | Hold |
11,451
| – | – | ﹤0.01% | 3397 |
|
|
2021
Q4 | $66K | Buy |
+11,451
| New | +$66K | ﹤0.01% | 3467 |
|
|
2014
Q4 | – | Sell |
-1,156,736
| Closed | -$13.5M | – | 3520 |
|
|
2014
Q3 | $13.5M | Sell |
1,156,736
-195,254
| -14% | -$2.28M | 0.01% | 1969 |
|
|
2014
Q2 | $16.8M | Buy |
1,351,990
+49,885
| +4% | +$622K | 0.01% | 1817 |
|
|
2014
Q1 | $17.2M | Sell |
1,302,105
-2,650
| -0.2% | -$35K | 0.01% | 1721 |
|
|
2013
Q4 | $18.7M | Buy |
1,304,755
+5,694
| +0.4% | +$81.7K | 0.01% | 1621 |
|
|
2013
Q3 | $19.3M | Buy |
1,299,061
+11,542
| +0.9% | +$172K | 0.02% | 1456 |
|
|
2013
Q2 | $17.9M | Buy |
+1,287,519
| New | +$17.9M | 0.02% | 1411 |
|