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