LPL Financial’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,931
| Closed | -$264K | – | 4897 |
|
|
2023
Q4 | $264K | Sell |
3,931
-6,060
| -61% | -$407K | ﹤0.01% | 4136 |
|
|
2023
Q3 | $748K | Sell |
9,991
-916
| -8% | -$68.6K | ﹤0.01% | 3128 |
|
|
2023
Q2 | $1.01M | Sell |
10,907
-1,376
| -11% | -$127K | ﹤0.01% | 2806 |
|
|
2023
Q1 | $1.27M | Sell |
12,283
-1,467
| -11% | -$152K | ﹤0.01% | 2545 |
|
|
2022
Q4 | $1.59M | Buy |
13,750
+5,505
| +67% | +$635K | ﹤0.01% | 2262 |
|
|
2022
Q3 | $893K | Buy |
8,245
+2,211
| +37% | +$239K | ﹤0.01% | 2632 |
|
|
2022
Q2 | $1.09M | Buy |
6,034
+3,073
| +104% | +$555K | ﹤0.01% | 2511 |
|
|
2022
Q1 | $506K | Sell |
2,961
-285
| -9% | -$48.7K | ﹤0.01% | 3183 |
|
|
2021
Q4 | $680K | Buy |
3,246
+328
| +11% | +$68.7K | ﹤0.01% | 2999 |
|
|
2021
Q3 | $562K | Sell |
2,918
-344
| -11% | -$66.3K | ﹤0.01% | 3099 |
|
|
2021
Q2 | $923K | Buy |
3,262
+1,136
| +53% | +$321K | ﹤0.01% | 2629 |
|
|
2021
Q1 | $450K | Sell |
2,126
-1,056
| -33% | -$224K | ﹤0.01% | 3100 |
|
|
2020
Q4 | $625K | Sell |
3,182
-91
| -3% | -$17.9K | ﹤0.01% | 2546 |
|
|
2020
Q3 | $538K | Buy |
3,273
+269
| +9% | +$44.2K | ﹤0.01% | 2382 |
|
|
2020
Q2 | $417K | Buy |
+3,004
| New | +$417K | ﹤0.01% | 2542 |
|
|
2020
Q1 | – | Sell |
-6,729
| Closed | -$737K | – | 3328 |
|
|
2019
Q4 | $737K | Buy |
+6,729
| New | +$737K | ﹤0.01% | 2057 |
|
|
2019
Q3 | – | Sell |
-2,588
| Closed | -$332K | – | 3329 |
|
|
2019
Q2 | $332K | Sell |
2,588
-313
| -11% | -$40.2K | ﹤0.01% | 2609 |
|
|
2019
Q1 | $370K | Buy |
2,901
+685
| +31% | +$87.4K | ﹤0.01% | 2452 |
|
|
2018
Q4 | $277K | Buy |
2,216
+326
| +17% | +$40.8K | ﹤0.01% | 2517 |
|
|
2018
Q3 | $419K | Sell |
1,890
-2,007
| -52% | -$445K | ﹤0.01% | 2370 |
|
|
2018
Q2 | $624K | Buy |
+3,897
| New | +$624K | ﹤0.01% | 1983 |
|