SIA
Soltis Investment Advisors’s Medallion Financial MFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Hold |
47,294
| – | – | 0.04% | 264 |
|
|
2025
Q1 | $412K | Sell |
47,294
-6,000
| -11% | -$52.3K | 0.04% | 261 |
|
|
2024
Q4 | $500K | Sell |
53,294
-5,000
| -9% | -$47K | 0.05% | 240 |
|
|
2024
Q3 | $475K | Buy |
58,294
+4,002
| +7% | +$32.6K | 0.05% | 227 |
|
|
2024
Q2 | $417K | Buy |
54,292
+5,416
| +11% | +$41.6K | 0.04% | 226 |
|
|
2024
Q1 | $387K | Hold |
48,876
| – | – | 0.04% | 226 |
|
|
2023
Q4 | $481K | Hold |
48,876
| – | – | 0.05% | 190 |
|
|
2023
Q3 | $343K | Hold |
48,876
| – | – | 0.04% | 206 |
|
|
2023
Q2 | $387K | Sell |
48,876
-25,000
| -34% | -$198K | 0.04% | 191 |
|
|
2023
Q1 | $567K | Hold |
73,876
| – | – | 0.07% | 163 |
|
|
2022
Q4 | $527K | Hold |
73,876
| – | – | 0.07% | 166 |
|
|
2022
Q3 | $519K | Sell |
73,876
-6,411
| -8% | -$45K | 0.08% | 157 |
|
|
2022
Q2 | $514K | Hold |
80,287
| – | – | 0.07% | 159 |
|
|
2022
Q1 | $682K | Hold |
80,287
| – | – | 0.09% | 149 |
|
|
2021
Q4 | $466K | Hold |
80,287
| – | – | 0.07% | 175 |
|
|
2021
Q3 | $629K | Hold |
80,287
| – | – | 0.1% | 146 |
|
|
2021
Q2 | $711K | Hold |
80,287
| – | – | 0.11% | 142 |
|
|
2021
Q1 | $566K | Hold |
80,287
| – | – | 0.1% | 140 |
|
|
2020
Q4 | $393K | Hold |
80,287
| – | – | 0.07% | 166 |
|
|
2020
Q3 | $201K | Hold |
80,287
| – | – | 0.05% | 193 |
|
|
2020
Q2 | $213K | Hold |
80,287
| – | – | 0.06% | 171 |
|
|
2020
Q1 | $149K | Hold |
80,287
| – | – | 0.05% | 152 |
|
|
2019
Q4 | $584K | Buy |
+80,287
| New | +$584K | 0.11% | 76 |
|