Charles Schwab’s MVB Financial MVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Buy |
33,834
+1,686
| +5% | +$38K | ﹤0.01% | 2989 |
|
|
2025
Q1 | $557K | Hold |
32,148
| – | – | ﹤0.01% | 3045 |
|
|
2024
Q4 | $665K | Hold |
32,148
| – | – | ﹤0.01% | 3055 |
|
|
2024
Q3 | $622K | Hold |
32,148
| – | – | ﹤0.01% | 3083 |
|
|
2024
Q2 | $599K | Buy |
32,148
+1,593
| +5% | +$29.7K | ﹤0.01% | 3119 |
|
|
2024
Q1 | $682K | Hold |
30,555
| – | – | ﹤0.01% | 2911 |
|
|
2023
Q4 | $689K | Hold |
30,555
| – | – | ﹤0.01% | 2959 |
|
|
2023
Q3 | $690K | Hold |
30,555
| – | – | ﹤0.01% | 2925 |
|
|
2023
Q2 | $644K | Buy |
30,555
+2,878
| +10% | +$60.7K | ﹤0.01% | 2929 |
|
|
2023
Q1 | $571K | Hold |
27,677
| – | – | ﹤0.01% | 2907 |
|
|
2022
Q4 | $609K | Buy |
27,677
+562
| +2% | +$12.4K | ﹤0.01% | 2928 |
|
|
2022
Q3 | $755K | Buy |
27,115
+5
| +0% | +$139 | ﹤0.01% | 2878 |
|
|
2022
Q2 | $844K | Sell |
27,110
-413
| -2% | -$12.9K | ﹤0.01% | 2858 |
|
|
2022
Q1 | $1.14M | Buy |
27,523
+727
| +3% | +$30.2K | ﹤0.01% | 2802 |
|
|
2021
Q4 | $1.11M | Buy |
26,796
+826
| +3% | +$34.3K | ﹤0.01% | 2869 |
|
|
2021
Q3 | $1.11M | Buy |
25,970
+1,993
| +8% | +$85.4K | ﹤0.01% | 2833 |
|
|
2021
Q2 | $1.02M | Buy |
23,977
+779
| +3% | +$33.2K | ﹤0.01% | 2922 |
|
|
2021
Q1 | $785K | Sell |
23,198
-921
| -4% | -$31.2K | ﹤0.01% | 2930 |
|
|
2020
Q4 | $548K | Hold |
24,119
| – | – | ﹤0.01% | 2958 |
|
|
2020
Q3 | $386K | Sell |
24,119
-1,499
| -6% | -$24K | ﹤0.01% | 2955 |
|
|
2020
Q2 | $341K | Buy |
25,618
+1,663
| +7% | +$22.1K | ﹤0.01% | 2981 |
|
|
2020
Q1 | $306K | Hold |
23,955
| – | – | ﹤0.01% | 2886 |
|
|
2019
Q4 | $597K | Buy |
23,955
+960
| +4% | +$23.9K | ﹤0.01% | 2757 |
|
|
2019
Q3 | $457K | Hold |
22,995
| – | – | ﹤0.01% | 2834 |
|
|
2019
Q2 | $390K | Buy |
22,995
+1,025
| +5% | +$17.4K | ﹤0.01% | 2927 |
|
|
2019
Q1 | $336K | Buy |
21,970
+3,406
| +18% | +$52.1K | ﹤0.01% | 2906 |
|
|
2018
Q4 | $335K | Hold |
18,564
| – | – | ﹤0.01% | 2898 |
|
|
2018
Q3 | $335K | Buy |
18,564
+2,664
| +17% | +$48.1K | ﹤0.01% | 2975 |
|
|
2018
Q2 | $287K | Buy |
+15,900
| New | +$287K | ﹤0.01% | 2987 |
|