Charles Schwab’s MetroCity Bankshares MCBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.28M | Buy |
149,922
+4,863
| +3% | +$139K | ﹤0.01% | 2395 |
|
2025
Q1 | $4M | Sell |
145,059
-3,772
| -3% | -$104K | ﹤0.01% | 2365 |
|
2024
Q4 | $4.76M | Buy |
148,831
+1,086
| +0.7% | +$34.7K | ﹤0.01% | 2358 |
|
2024
Q3 | $4.52M | Buy |
147,745
+2,745
| +2% | +$84.1K | ﹤0.01% | 2425 |
|
2024
Q2 | $3.83M | Buy |
145,000
+771
| +0.5% | +$20.4K | ﹤0.01% | 2468 |
|
2024
Q1 | $3.6M | Buy |
144,229
+5,480
| +4% | +$137K | ﹤0.01% | 2404 |
|
2023
Q4 | $3.33M | Buy |
138,749
+450
| +0.3% | +$10.8K | ﹤0.01% | 2474 |
|
2023
Q3 | $2.72M | Buy |
138,299
+4,502
| +3% | +$88.6K | ﹤0.01% | 2507 |
|
2023
Q2 | $2.39M | Sell |
133,797
-340
| -0.3% | -$6.08K | ﹤0.01% | 2497 |
|
2023
Q1 | $2.29M | Sell |
134,137
-2,531
| -2% | -$43.3K | ﹤0.01% | 2490 |
|
2022
Q4 | $2.96M | Buy |
136,668
+1,932
| +1% | +$41.8K | ﹤0.01% | 2440 |
|
2022
Q3 | $2.65M | Buy |
134,736
+1,000
| +0.7% | +$19.6K | ﹤0.01% | 2498 |
|
2022
Q2 | $2.72M | Sell |
133,736
-4,138
| -3% | -$84.1K | ﹤0.01% | 2465 |
|
2022
Q1 | $3.24M | Buy |
137,874
+1,541
| +1% | +$36.2K | ﹤0.01% | 2477 |
|
2021
Q4 | $3.75M | Sell |
136,333
-1,880
| -1% | -$51.8K | ﹤0.01% | 2490 |
|
2021
Q3 | $2.9M | Buy |
138,213
+6,524
| +5% | +$137K | ﹤0.01% | 2612 |
|
2021
Q2 | $2.31M | Buy |
131,689
+4,784
| +4% | +$83.8K | ﹤0.01% | 2668 |
|
2021
Q1 | $1.95M | Buy |
126,905
+2,843
| +2% | +$43.7K | ﹤0.01% | 2668 |
|
2020
Q4 | $1.79M | Sell |
124,062
-2,432
| -2% | -$35.1K | ﹤0.01% | 2617 |
|
2020
Q3 | $1.67M | Buy |
126,494
+427
| +0.3% | +$5.62K | ﹤0.01% | 2552 |
|
2020
Q2 | $1.81M | Buy |
126,067
+92,342
| +274% | +$1.32M | ﹤0.01% | 2459 |
|
2020
Q1 | $396K | Hold |
33,725
| – | – | ﹤0.01% | 2791 |
|
2019
Q4 | $591K | Buy |
+33,725
| New | +$591K | ﹤0.01% | 2762 |
|