Envestnet Asset Management’s Merchants Bancorp MBIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
2025
Q1
Sell
2024
Q4
$818K Buy
2024
Q3
$784K Buy
2024
Q2
$624K Buy
2024
Q1
$474K Sell
2023
Q4
$615K Buy
2023
Q3
$373K Buy
2023
Q2
$242K Buy
2023
Q1
$231K Buy
2022
Q1
Sell
2021
Q4
$202K Sell
2021
Q3
$285K Sell
2021
Q2
$284K Buy
2021
Q1
$296K Buy