Soltis Investment Advisors’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 | $451K | Hold |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $500K | Sell |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $387K | Hold |
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|
2023
Q4 | $481K | Hold |
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|
2023
Q3 | $343K | Hold |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $567K | Hold |
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|
2022
Q4 | $527K | Hold |
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|
2022
Q3 | $519K | Sell |
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|
2022
Q2 | $514K | Hold |
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|
2022
Q1 | $682K | Hold |
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|
2021
Q4 | $466K | Hold |
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|
2021
Q3 | $629K | Hold |
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|
2021
Q2 | $711K | Hold |
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|
2021
Q1 | $566K | Hold |
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|
2020
Q4 | $393K | Hold |
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|
2020
Q3 | $201K | Hold |
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|
2020
Q2 | $213K | Hold |
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|
2020
Q1 | $149K | Hold |
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|
2019
Q4 | $584K | Buy |
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