Morgan Stanley’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 | $639K | Buy |
67,036
+18,215
| +37% | +$174K | ﹤0.01% | 5344 |
|
|
2025
Q1 | $425K | Sell |
48,821
-14,580
| -23% | -$127K | ﹤0.01% | 5405 |
|
|
2024
Q4 | $595K | Buy |
63,401
+442
| +0.7% | +$4.15K | ﹤0.01% | 5349 |
|
|
2024
Q3 | $512K | Buy |
62,959
+31,211
| +98% | +$254K | ﹤0.01% | 5392 |
|
|
2024
Q2 | $244K | Sell |
31,748
-8,529
| -21% | -$65.5K | ﹤0.01% | 5587 |
|
|
2024
Q1 | $319K | Sell |
40,277
-10,967
| -21% | -$86.8K | ﹤0.01% | 5529 |
|
|
2023
Q4 | $505K | Buy |
51,244
+38,509
| +302% | +$379K | ﹤0.01% | 5610 |
|
|
2023
Q3 | $89.4K | Buy |
12,735
+147
| +1% | +$1.03K | ﹤0.01% | 5943 |
|
|
2023
Q2 | $99.6K | Sell |
12,588
-21,495
| -63% | -$170K | ﹤0.01% | 5955 |
|
|
2023
Q1 | $261K | Buy |
34,083
+11,629
| +52% | +$89.2K | ﹤0.01% | 5583 |
|
|
2022
Q4 | $160K | Buy |
22,454
+8,504
| +61% | +$60.7K | ﹤0.01% | 5759 |
|
|
2022
Q3 | $97K | Sell |
13,950
-11,075
| -44% | -$77K | ﹤0.01% | 6090 |
|
|
2022
Q2 | $159K | Buy |
25,025
+8,817
| +54% | +$56K | ﹤0.01% | 6002 |
|
|
2022
Q1 | $138K | Buy |
16,208
+2,937
| +22% | +$25K | ﹤0.01% | 6123 |
|
|
2021
Q4 | $76K | Sell |
13,271
-572
| -4% | -$3.28K | ﹤0.01% | 6595 |
|
|
2021
Q3 | $108K | Buy |
13,843
+3,102
| +29% | +$24.2K | ﹤0.01% | 6322 |
|
|
2021
Q2 | $96K | Sell |
10,741
-10,550
| -50% | -$94.3K | ﹤0.01% | 6380 |
|
|
2021
Q1 | $151K | Buy |
21,291
+5,247
| +33% | +$37.2K | ﹤0.01% | 5809 |
|
|
2020
Q4 | $79K | Sell |
16,044
-15,609
| -49% | -$76.9K | ﹤0.01% | 6008 |
|
|
2020
Q3 | $79K | Sell |
31,653
-10,256
| -24% | -$25.6K | ﹤0.01% | 5533 |
|
|
2020
Q2 | $111K | Sell |
41,909
-136,900
| -77% | -$363K | ﹤0.01% | 5355 |
|
|
2020
Q1 | $333K | Sell |
178,809
-102,822
| -37% | -$191K | ﹤0.01% | 4605 |
|
|
2019
Q4 | $2.05M | Sell |
281,631
-51,377
| -15% | -$374K | ﹤0.01% | 4024 |
|
|
2019
Q3 | $2.13M | Sell |
333,008
-241,532
| -42% | -$1.55M | ﹤0.01% | 3729 |
|
|
2019
Q2 | $3.87M | Sell |
574,540
-6,232
| -1% | -$42K | ﹤0.01% | 3186 |
|
|
2019
Q1 | $4.01M | Buy |
580,772
+227,615
| +64% | +$1.57M | ﹤0.01% | 2923 |
|
|
2018
Q4 | $1.66M | Sell |
353,157
-66,647
| -16% | -$313K | ﹤0.01% | 3917 |
|
|
2018
Q3 | $2.79M | Buy |
419,804
+85,326
| +26% | +$567K | ﹤0.01% | 3727 |
|
|
2018
Q2 | $1.83M | Buy |
334,478
+57,883
| +21% | +$317K | ﹤0.01% | 4157 |
|
|
2018
Q1 | $1.29M | Sell |
276,595
-5,339
| -2% | -$24.8K | ﹤0.01% | 4370 |
|
|
2017
Q4 | $995K | Buy |
281,934
+47,130
| +20% | +$166K | ﹤0.01% | 4540 |
|
|
2017
Q3 | $510K | Sell |
234,804
-55,198
| -19% | -$120K | ﹤0.01% | 4872 |
|
|
2017
Q2 | $694K | Sell |
290,002
-19,330
| -6% | -$46.3K | ﹤0.01% | 4613 |
|
|
2017
Q1 | $612K | Buy |
309,332
+28,542
| +10% | +$56.5K | ﹤0.01% | 4712 |
|
|
2016
Q4 | $848K | Sell |
280,790
-83,821
| -23% | -$253K | ﹤0.01% | 4591 |
|
|
2016
Q3 | $1.54M | Sell |
364,611
-54,815
| -13% | -$231K | ﹤0.01% | 3721 |
|
|
2016
Q2 | $3.1M | Sell |
419,426
-7,627
| -2% | -$56.3K | ﹤0.01% | 3050 |
|
|
2016
Q1 | $3.94M | Buy |
427,053
+25,435
| +6% | +$235K | ﹤0.01% | 2749 |
|
|
2015
Q4 | $2.83M | Sell |
401,618
-42,147
| -9% | -$297K | ﹤0.01% | 3188 |
|
|
2015
Q3 | $3.36M | Sell |
443,765
-294,805
| -40% | -$2.23M | ﹤0.01% | 3003 |
|
|
2015
Q2 | $6.17M | Sell |
738,570
-207,533
| -22% | -$1.73M | ﹤0.01% | 2605 |
|
|
2015
Q1 | $8.76M | Buy |
946,103
+358,345
| +61% | +$3.32M | ﹤0.01% | 2196 |
|
|
2014
Q4 | $5.88M | Buy |
587,758
+120,830
| +26% | +$1.21M | ﹤0.01% | 2569 |
|
|
2014
Q3 | $5.44M | Buy |
466,928
+34,808
| +8% | +$406K | ﹤0.01% | 2571 |
|
|
2014
Q2 | $5.38M | Buy |
432,120
+61,009
| +16% | +$760K | ﹤0.01% | 2613 |
|
|
2014
Q1 | $4.9M | Buy |
371,111
+66,023
| +22% | +$872K | ﹤0.01% | 2598 |
|
|
2013
Q4 | $4.38M | Buy |
305,088
+6,665
| +2% | +$95.6K | ﹤0.01% | 2696 |
|
|
2013
Q3 | $4.44M | Sell |
298,423
-66,338
| -18% | -$987K | ﹤0.01% | 2547 |
|
|
2013
Q2 | $5.07M | Buy |
+364,761
| New | +$5.07M | ﹤0.01% | 2311 |
|