Creative Planning’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 | – | Sell |
-11,447
| Closed | -$424K | – | 3665 |
|
|
2025
Q1 | $424K | Buy |
11,447
+5,422
| +90% | +$201K | ﹤0.01% | 2443 |
|
|
2024
Q4 | $220K | Buy |
6,025
+103
| +2% | +$3.76K | ﹤0.01% | 2894 |
|
|
2024
Q3 | $266K | Buy |
5,922
+67
| +1% | +$3.01K | ﹤0.01% | 2617 |
|
|
2024
Q2 | $237K | Buy |
+5,855
| New | +$237K | ﹤0.01% | 2535 |
|