CIA
Cape Investment Advisory’s MetroCity Bankshares MCBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Hold |
59,500
| – | – | 0.62% | 33 |
|
|
2025
Q1 | $1.64M | Hold |
59,500
| – | – | 0.65% | 35 |
|
|
2024
Q4 | $1.9M | Sell |
59,500
-10,300
| -15% | -$329K | 0.74% | 26 |
|
|
2024
Q3 | $2.14M | Sell |
69,800
-6,200
| -8% | -$190K | 0.87% | 25 |
|
|
2024
Q2 | $2.01M | Hold |
76,000
| – | – | 0.9% | 23 |
|
|
2024
Q1 | $1.9M | Hold |
76,000
| – | – | 0.89% | 20 |
|
|
2023
Q4 | $1.83M | Hold |
76,000
| – | – | 0.89% | 21 |
|
|
2023
Q3 | $1.5M | Hold |
76,000
| – | – | 0.85% | 23 |
|
|
2023
Q2 | $1.36M | Hold |
76,000
| – | – | 0.76% | 28 |
|
|
2023
Q1 | $1.3M | Buy |
+76,000
| New | +$1.3M | 0.79% | 26 |
|