Sheaff Brock 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $139K | Hold |
16,000
| – | – | 0.01% | 422 |
|
2024
Q4 | $150K | Hold |
16,000
| – | – | 0.01% | 416 |
|
2024
Q3 | $130K | Sell |
16,000
-8,000
| -33% | -$65.1K | 0.01% | 425 |
|
2024
Q2 | $184K | Hold |
24,000
| – | – | 0.02% | 400 |
|
2024
Q1 | $190K | Hold |
24,000
| – | – | 0.01% | 438 |
|
2023
Q4 | $236K | Hold |
24,000
| – | – | 0.02% | 385 |
|
2023
Q3 | $168K | Hold |
24,000
| – | – | 0.02% | 403 |
|
2023
Q2 | $190K | Hold |
24,000
| – | – | 0.02% | 421 |
|
2023
Q1 | $184K | Hold |
24,000
| – | – | 0.02% | 436 |
|
2022
Q4 | $171K | Hold |
24,000
| – | – | 0.02% | 427 |
|
2022
Q3 | $168K | Hold |
24,000
| – | – | 0.02% | 422 |
|
2022
Q2 | $154K | Hold |
24,000
| – | – | 0.01% | 446 |
|
2022
Q1 | $204K | Hold |
24,000
| – | – | 0.01% | 464 |
|
2021
Q4 | $139K | Hold |
24,000
| – | – | 0.01% | 504 |
|
2021
Q3 | $188K | Hold |
24,000
| – | – | 0.01% | 494 |
|
2021
Q2 | $213K | Hold |
24,000
| – | – | 0.02% | 450 |
|
2021
Q1 | $169K | Hold |
24,000
| – | – | 0.01% | 446 |
|
2020
Q4 | $118K | Hold |
24,000
| – | – | 0.01% | 448 |
|
2020
Q3 | $60K | Sell |
24,000
-1,600
| -6% | -$4K | 0.01% | 435 |
|
2020
Q2 | $68K | Hold |
25,600
| – | – | 0.01% | 426 |
|
2020
Q1 | $48K | Hold |
25,600
| – | – | 0.01% | 389 |
|
2019
Q4 | $186K | Hold |
25,600
| – | – | 0.02% | 416 |
|
2019
Q3 | $164K | Hold |
25,600
| – | – | 0.02% | 413 |
|
2019
Q2 | $173K | Hold |
25,600
| – | – | 0.02% | 427 |
|
2019
Q1 | $177K | Hold |
25,600
| – | – | 0.02% | 443 |
|
2018
Q4 | $120K | Hold |
25,600
| – | – | 0.02% | 427 |
|
2018
Q3 | $170K | Sell |
25,600
-200
| -0.8% | -$1.33K | 0.02% | 456 |
|
2018
Q2 | $141K | Buy |
25,800
+200
| +0.8% | +$1.09K | 0.01% | 478 |
|
2018
Q1 | $119K | Hold |
25,600
| – | – | 0.01% | 484 |
|
2017
Q4 | $90K | Hold |
25,600
| – | – | 0.01% | 504 |
|
2017
Q3 | $56K | Hold |
25,600
| – | – | 0.01% | 550 |
|
2017
Q2 | $61K | Buy |
+25,600
| New | +$61K | 0.01% | 584 |
|