Ritholtz Wealth Management’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 | $723K | Buy |
75,866
+13,500
| +22% | +$129K | 0.02% | 531 |
|
|
2025
Q1 | $543K | Buy |
62,366
+4,782
| +8% | +$41.7K | 0.02% | 570 |
|
|
2024
Q4 | $541K | Buy |
57,584
+20,747
| +56% | +$195K | 0.02% | 540 |
|
|
2024
Q3 | $300K | Sell |
36,837
-4,827
| -12% | -$39.3K | 0.01% | 699 |
|
|
2024
Q2 | $320K | Buy |
41,664
+4,862
| +13% | +$37.3K | 0.01% | 638 |
|
|
2024
Q1 | $291K | Sell |
36,802
-861
| -2% | -$6.81K | 0.01% | 644 |
|
|
2023
Q4 | $371K | Buy |
37,663
+4,144
| +12% | +$40.8K | 0.01% | 554 |
|
|
2023
Q3 | $235K | Buy |
33,519
+13,155
| +65% | +$92.3K | 0.01% | 612 |
|
|
2023
Q2 | $161K | Sell |
20,364
-18,025
| -47% | -$143K | 0.01% | 636 |
|
|
2023
Q1 | $294K | Buy |
38,389
+5,873
| +18% | +$45K | 0.01% | 522 |
|
|
2022
Q4 | $232K | Buy |
32,516
+1,509
| +5% | +$10.8K | 0.01% | 505 |
|
|
2022
Q3 | $218K | Buy |
31,007
+11,945
| +63% | +$84K | 0.01% | 636 |
|
|
2022
Q2 | $122K | Buy |
+19,062
| New | +$122K | 0.01% | 520 |
|