Allworth Financial’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69K | Buy |
101
+84
| +494% | +$3.9K | ﹤0.01% | 3286 |
|
|
2025
Q1 | $716 | Sell |
17
-30
| -64% | -$1.26K | ﹤0.01% | 3569 |
|
|
2024
Q4 | $2.28K | Sell |
47
-4
| -8% | -$194 | ﹤0.01% | 3107 |
|
|
2024
Q3 | $2.23K | Buy |
51
+43
| +538% | +$1.88K | ﹤0.01% | 2925 |
|
|
2024
Q2 | $384 | Buy |
+8
| New | +$384 | ﹤0.01% | 3441 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$122 | – | 3653 |
|
|
2023
Q4 | $122 | Buy |
+3
| New | +$122 | ﹤0.01% | 3340 |
|