James Investment Research’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
Q3
$756K Hold
2025
Q2
$786K Hold
2025
Q1
$879K Hold
2024
Q4
$867K Hold
2024
Q3
$1.07M Hold
2024
Q2
$964K Hold
2024
Q1
$1.03M Sell
2023
Q4
$1.12M Hold
2023
Q3
$728K Hold
2023
Q2
$672K Hold
2023
Q1
$684K Buy
2022
Q4
$636K Hold
2022
Q3
$603K Hold
2022
Q2
$593K Hold
2022
Q1
$716K Hold
2021
Q4
$825K Hold
2021
Q3
$688K Hold
2021
Q2
$684K Hold
2021
Q1
$731K Hold
2020
Q4
$482K Buy