Ritholtz Wealth Management’s Medallion Financial MFIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$723K Buy
2025
Q1
$543K Buy
2024
Q4
$541K Buy
2024
Q3
$300K Sell
2024
Q2
$320K Buy
2024
Q1
$291K Sell
2023
Q4
$371K Buy
2023
Q3
$235K Buy
2023
Q2
$161K Sell
2023
Q1
$294K Buy
2022
Q4
$232K Buy
2022
Q3
$218K Buy
2022
Q2
$122K Buy