LPL Financial’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 | $101K | Sell |
10,578
-334
| -3% | -$3.18K | ﹤0.01% | 5116 |
|
|
2025
Q1 | $95K | Buy |
+10,912
| New | +$95K | ﹤0.01% | 4925 |
|
|
2024
Q4 | – | Sell |
-15,175
| Closed | -$124K | – | 5235 |
|
|
2024
Q3 | $124K | Buy |
15,175
+2,000
| +15% | +$16.3K | ﹤0.01% | 4747 |
|
|
2024
Q2 | $101K | Sell |
13,175
-500
| -4% | -$3.84K | ﹤0.01% | 4644 |
|
|
2024
Q1 | $108K | Sell |
13,675
-335
| -2% | -$2.65K | ﹤0.01% | 4589 |
|
|
2023
Q4 | $138K | Hold |
14,010
| – | – | ﹤0.01% | 4423 |
|
|
2023
Q3 | $98.4K | Sell |
14,010
-545
| -4% | -$3.83K | ﹤0.01% | 4362 |
|
|
2023
Q2 | $115K | Buy |
14,555
+1,550
| +12% | +$12.3K | ﹤0.01% | 4249 |
|
|
2023
Q1 | $99.7K | Hold |
13,005
| – | – | ﹤0.01% | 4175 |
|
|
2022
Q4 | $92.9K | Hold |
13,005
| – | – | ﹤0.01% | 4162 |
|
|
2022
Q3 | $91K | Hold |
13,005
| – | – | ﹤0.01% | 4096 |
|
|
2022
Q2 | $83K | Hold |
13,005
| – | – | ﹤0.01% | 4128 |
|
|
2022
Q1 | $111K | Buy |
+13,005
| New | +$111K | ﹤0.01% | 3942 |
|
|
2021
Q4 | – | Sell |
-12,190
| Closed | -$96K | – | 4392 |
|
|
2021
Q3 | $96K | Buy |
+12,190
| New | +$96K | ﹤0.01% | 4124 |
|