LWA

Lineweaver Wealth Advisors’s Middlefield Banc Corp MBCN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-37,500	Closed	-$1.05M	–	158
2025 Q1	$1.05M	Hold	37,500	–	–	0.18%	88
2024 Q4	$1.05M	Sell	37,500 -1,002	-3%	-$28.1K	0.19%	87
2024 Q3	$1.11M	Hold	38,502	–	–	0.21%	81
2024 Q2	$926K	Hold	38,502	–	–	0.19%	82
2024 Q1	$919K	Hold	38,502	–	–	0.22%	84
2023 Q4	$1.25M	Sell	38,502 -900	-2%	-$29.1K	0.32%	63
2023 Q3	$1M	Hold	39,402	–	–	0.29%	61
2023 Q2	$1.06M	Hold	39,402	–	–	0.3%	60
2023 Q1	$1.1M	Hold	39,402	–	–	0.34%	61
2022 Q4	$1.08M	Hold	39,402	–	–	0.33%	61
2022 Q3	$1.07M	Hold	39,402	–	–	0.35%	58
2022 Q2	$992K	Hold	39,402	–	–	0.33%	55
2022 Q1	$977K	Hold	39,402	–	–	0.28%	62
2021 Q4	$977K	Hold	39,402	–	–	0.28%	59
2021 Q3	$938K	Sell	39,402 -30,000	-43%	-$714K	0.29%	55
2021 Q2	$1.64M	Hold	69,402	–	–	0.54%	34
2021 Q1	$1.45M	Sell	69,402 -41,000	-37%	-$859K	0.52%	33
2020 Q4	$2.48M	Hold	110,402	–	–	0.97%	23
2020 Q3	$2.13M	Buy	+110,402	New	+$2.13M	0.95%	25