Optimum Investment Advisors’s Medallion Financial MFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-60,000
| Closed | -$281K | – | 1009 |
|
|
2018
Q4 | $281K | Hold |
60,000
| – | – | 0.1% | 200 |
|
|
2018
Q3 | $399K | Hold |
60,000
| – | – | 0.11% | 184 |
|
|
2018
Q2 | $329K | Hold |
60,000
| – | – | 0.09% | 213 |
|
|
2018
Q1 | $279K | Hold |
60,000
| – | – | 0.08% | 237 |
|
|
2017
Q4 | $212K | Hold |
60,000
| – | – | 0.07% | 286 |
|
|
2017
Q3 | $130K | Hold |
60,000
| – | – | 0.04% | 288 |
|
|
2017
Q2 | $143K | Hold |
60,000
| – | – | 0.05% | 284 |
|
|
2017
Q1 | $119K | Hold |
60,000
| – | – | 0.04% | 279 |
|
|
2016
Q4 | $181K | Hold |
60,000
| – | – | 0.07% | 262 |
|
|
2016
Q3 | $253K | Hold |
60,000
| – | – | 0.1% | 240 |
|
|
2016
Q2 | $443K | Hold |
60,000
| – | – | 0.17% | 166 |
|
|
2016
Q1 | $554K | Hold |
60,000
| – | – | 0.22% | 135 |
|
|
2015
Q4 | $422K | Hold |
60,000
| – | – | 0.16% | 174 |
|
|
2015
Q3 | $455K | Buy |
+60,000
| New | +$455K | 0.18% | 153 |
|
|
2015
Q1 | $556K | Hold |
60,000
| – | – | 0.18% | 149 |
|
|
2014
Q4 | $601K | Hold |
60,000
| – | – | 0.19% | 136 |
|
|
2014
Q3 | $700K | Hold |
60,000
| – | – | 0.23% | 116 |
|
|
2014
Q2 | $748K | Hold |
60,000
| – | – | 0.24% | 116 |
|
|
2014
Q1 | $793K | Hold |
60,000
| – | – | 0.3% | 94 |
|
|
2013
Q4 | $861K | Hold |
60,000
| – | – | 0.32% | 87 |
|
|
2013
Q3 | $893K | Buy |
+60,000
| New | +$893K | 0.37% | 77 |
|