Steward Partners Investment Advisory’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-331
| Closed | -$22.3K | – | 3632 |
|
|
2023
Q4 | $22.3K | Buy |
331
+89
| +37% | +$5.98K | ﹤0.01% | 2350 |
|
|
2023
Q3 | $18.1K | Buy |
242
+58
| +32% | +$4.34K | ﹤0.01% | 2358 |
|
|
2023
Q2 | $17K | Sell |
184
-107
| -37% | -$9.86K | ﹤0.01% | 2366 |
|
|
2023
Q1 | $30.2K | Sell |
291
-1,385
| -83% | -$144K | ﹤0.01% | 2078 |
|
|
2022
Q4 | $193K | Sell |
1,676
-186
| -10% | -$21.5K | ﹤0.01% | 1253 |
|
|
2022
Q3 | $202K | Sell |
1,862
-54
| -3% | -$5.86K | ﹤0.01% | 1198 |
|
|
2022
Q2 | $346K | Sell |
1,916
-19
| -1% | -$3.43K | 0.01% | 978 |
|
|
2022
Q1 | $330K | Buy |
1,935
+557
| +40% | +$95K | 0.01% | 1086 |
|
|
2021
Q4 | $289K | Buy |
1,378
+177
| +15% | +$37.1K | ﹤0.01% | 1155 |
|
|
2021
Q3 | $231K | Buy |
1,201
+146
| +14% | +$28.1K | ﹤0.01% | 1216 |
|
|
2021
Q2 | $299K | Buy |
+1,055
| New | +$299K | 0.01% | 1189 |
|
|
2019
Q3 | – | Sell |
-35
| Closed | -$4K | – | 2702 |
|
|
2019
Q2 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 2285 |
|
|
2018
Q4 | – | Sell |
-70
| Closed | -$16K | – | 1578 |
|
|
2018
Q3 | $16K | Hold |
70
| – | – | ﹤0.01% | 1657 |
|
|
2018
Q2 | $11K | Buy |
70
+1
| +1% | +$157 | ﹤0.01% | 1701 |
|
|
2018
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 1732 |
|
|
2017
Q4 | $4K | Buy |
69
+1
| +1% | +$58 | ﹤0.01% | 1567 |
|
|
2017
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 1357 |
|
|
2017
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 1430 |
|
|
2017
Q1 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 1244 |
|