Creative Planning’s MainStreet Bancshares MNSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Hold
21,000
﹤0.01% 2653
2025
Q1
$351K Hold
21,000
﹤0.01% 2602
2024
Q4
$380K Hold
21,000
﹤0.01% 2471
2024
Q3
$387K Hold
21,000
﹤0.01% 2318
2024
Q2
$372K Hold
21,000
﹤0.01% 2176
2024
Q1
$381K Hold
21,000
﹤0.01% 2048
2023
Q4
$521K Hold
21,000
﹤0.01% 1689
2023
Q3
$431K Hold
21,000
﹤0.01% 1651
2023
Q2
$476K Hold
21,000
﹤0.01% 1579
2023
Q1
$493K Hold
21,000
﹤0.01% 1475
2022
Q4
$577K Hold
21,000
﹤0.01% 1348
2022
Q3
$479K Hold
21,000
﹤0.01% 1355
2022
Q2
$478K Hold
21,000
﹤0.01% 1341
2022
Q1
$511K Hold
21,000
﹤0.01% 1309
2021
Q4
$516K Hold
21,000
﹤0.01% 1282
2021
Q3
$504K Hold
21,000
﹤0.01% 1283
2021
Q2
$474K Sell
21,000
-114,000
-84% -$2.57M ﹤0.01% 1307
2021
Q1
$2.8M Buy
135,000
+5,000
+4% +$104K 0.01% 585
2020
Q4
$2.2M Buy
130,000
+3,885
+3% +$65.7K ﹤0.01% 628
2020
Q3
$1.54M Buy
126,115
+1,115
+0.9% +$13.7K ﹤0.01% 651
2020
Q2
$1.65M Buy
125,000
+10,000
+9% +$132K ﹤0.01% 553
2020
Q1
$1.93M Buy
115,000
+10,000
+10% +$168K 0.01% 444
2019
Q4
$2.42M Hold
105,000
0.01% 454
2019
Q3
$2.21M Buy
105,000
+3,000
+3% +$63.1K 0.01% 463
2019
Q2
$2.33M Buy
+102,000
New +$2.33M 0.01% 455