Commonwealth Equity Services’s Merchants Bancorp MBIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
11,718
+411
| +4% | +$13.6K | ﹤0.01% | 3370 |
|
|
2025
Q1 | $418K | Buy |
11,307
+5
| +0% | +$185 | ﹤0.01% | 3190 |
|
|
2024
Q4 | $412K | Sell |
11,302
-500
| -4% | -$18.2K | ﹤0.01% | 3132 |
|
|
2024
Q3 | $531K | Sell |
11,802
-300
| -2% | -$13.5K | ﹤0.01% | 2850 |
|
|
2024
Q2 | $491K | Hold |
12,102
| – | – | ﹤0.01% | 2848 |
|
|
2024
Q1 | $523K | Hold |
12,102
| – | – | ﹤0.01% | 2782 |
|
|
2023
Q4 | $515K | Sell |
12,102
-930
| -7% | -$39.6K | ﹤0.01% | 2678 |
|
|
2023
Q3 | $361K | Hold |
13,032
| – | – | ﹤0.01% | 2871 |
|
|
2023
Q2 | $333K | Hold |
13,032
| – | – | ﹤0.01% | 2958 |
|
|
2023
Q1 | $339 | Sell |
13,032
-500
| -4% | -$13 | ﹤0.01% | 2859 |
|
|
2022
Q4 | $329K | Buy |
13,532
+1,458
| +12% | +$35.4K | ﹤0.01% | 2797 |
|
|
2022
Q3 | $278K | Buy |
12,074
+1
| +0% | +$23 | ﹤0.01% | 2891 |
|
|
2022
Q2 | $273K | Sell |
12,073
-548
| -4% | -$12.4K | ﹤0.01% | 2921 |
|
|
2022
Q1 | $345K | Buy |
12,621
+2,391
| +23% | +$65.4K | ﹤0.01% | 2850 |
|
|
2021
Q4 | $322K | Hold |
10,230
| – | – | ﹤0.01% | 2910 |
|
|
2021
Q3 | $269K | Hold |
10,230
| – | – | ﹤0.01% | 3020 |
|
|
2021
Q2 | $267K | Hold |
10,230
| – | – | ﹤0.01% | 3016 |
|
|
2021
Q1 | $286K | Sell |
10,230
-1,500
| -13% | -$41.9K | ﹤0.01% | 2817 |
|
|
2020
Q4 | $216K | Sell |
11,730
-56,667
| -83% | -$1.04M | ﹤0.01% | 2856 |
|
|
2020
Q3 | $898K | Buy |
68,397
+2,952
| +5% | +$38.8K | ﹤0.01% | 1560 |
|
|
2020
Q2 | $806K | Sell |
65,445
-1,112
| -2% | -$13.7K | ﹤0.01% | 1556 |
|
|
2020
Q1 | $673K | Buy |
66,557
+2,141
| +3% | +$21.6K | ﹤0.01% | 1505 |
|
|
2019
Q4 | $846K | Buy |
64,416
+412
| +0.6% | +$5.41K | ﹤0.01% | 1535 |
|
|
2019
Q3 | $705K | Sell |
64,004
-5,395
| -8% | -$59.4K | ﹤0.01% | 1582 |
|
|
2019
Q2 | $787K | Sell |
69,399
-822
| -1% | -$9.32K | ﹤0.01% | 1502 |
|
|
2019
Q1 | $1.01M | Buy |
70,221
+300
| +0.4% | +$4.3K | ﹤0.01% | 1295 |
|
|
2018
Q4 | $930K | Buy |
69,921
+3,523
| +5% | +$46.9K | ﹤0.01% | 1249 |
|
|
2018
Q3 | $1.13M | Buy |
66,398
+1,461
| +2% | +$24.8K | 0.01% | 1232 |
|
|
2018
Q2 | $1.24M | Buy |
64,937
+8,699
| +15% | +$165K | 0.01% | 1170 |
|
|
2018
Q1 | $806K | Buy |
56,238
+25,221
| +81% | +$361K | ﹤0.01% | 1374 |
|
|
2017
Q4 | $407K | Buy |
+31,017
| New | +$407K | ﹤0.01% | 1837 |
|