Creative Planning’s MainStreet Bancshares MNSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Hold |
|
|||||
|
2025
Q1 | $351K | Hold |
|
|||||
|
2024
Q4 | $380K | Hold |
|
|||||
|
2024
Q3 | $387K | Hold |
|
|||||
|
2024
Q2 | $372K | Hold |
|
|||||
|
2024
Q1 | $381K | Hold |
|
|||||
|
2023
Q4 | $521K | Hold |
|
|||||
|
2023
Q3 | $431K | Hold |
|
|||||
|
2023
Q2 | $476K | Hold |
|
|||||
|
2023
Q1 | $493K | Hold |
|
|||||
|
2022
Q4 | $577K | Hold |
|
|||||
|
2022
Q3 | $479K | Hold |
|
|||||
|
2022
Q2 | $478K | Hold |
|
|||||
|
2022
Q1 | $511K | Hold |
|
|||||
|
2021
Q4 | $516K | Hold |
|
|||||
|
2021
Q3 | $504K | Hold |
|
|||||
|
2021
Q2 | $474K | Sell |
|
|||||
|
2021
Q1 | $2.8M | Buy |
|
|||||
|
2020
Q4 | $2.2M | Buy |
|
|||||
|
2020
Q3 | $1.54M | Buy |
|
|||||
|
2020
Q2 | $1.65M | Buy |
|
|||||
|
2020
Q1 | $1.93M | Buy |
|
|||||
|
2019
Q4 | $2.42M | Hold |
|
|||||
|
2019
Q3 | $2.21M | Buy |
|
|||||
|
2019
Q2 | $2.33M | Buy |
|