Creative Planning’s MetroCity Bankshares MCBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.15M Buy
2025
Q2
$815K Buy
2025
Q1
Sell
2024
Q4
$516K Buy
2024
Q3
$331K Buy
2022
Q1
Sell
2021
Q4
$221K Buy