LPL Financial’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
14,674
+661
| +5% | +$30.7K | ﹤0.01% | 4061 |
|
|
2025
Q1 | $609K | Buy |
14,013
+3,172
| +29% | +$138K | ﹤0.01% | 3931 |
|
|
2024
Q4 | $482K | Buy |
10,841
+1,622
| +18% | +$72.2K | ﹤0.01% | 4062 |
|
|
2024
Q3 | $403K | Buy |
9,219
+562
| +6% | +$24.6K | ﹤0.01% | 4119 |
|
|
2024
Q2 | $351K | Sell |
8,657
-742
| -8% | -$30.1K | ﹤0.01% | 4069 |
|
|
2024
Q1 | $362K | Buy |
9,399
+346
| +4% | +$13.3K | ﹤0.01% | 3994 |
|
|
2023
Q4 | $366K | Buy |
9,053
+550
| +6% | +$22.2K | ﹤0.01% | 3875 |
|
|
2023
Q3 | $263K | Buy |
8,503
+596
| +8% | +$18.4K | ﹤0.01% | 3981 |
|
|
2023
Q2 | $218K | Sell |
7,907
-160
| -2% | -$4.42K | ﹤0.01% | 4041 |
|
|
2023
Q1 | $247K | Sell |
8,067
-306
| -4% | -$9.36K | ﹤0.01% | 3867 |
|
|
2022
Q4 | $280K | Buy |
8,373
+154
| +2% | +$5.16K | ﹤0.01% | 3673 |
|
|
2022
Q3 | $244K | Buy |
8,219
+1,588
| +24% | +$47.1K | ﹤0.01% | 3732 |
|
|
2022
Q2 | $212K | Sell |
6,631
-39
| -0.6% | -$1.25K | ﹤0.01% | 3869 |
|
|
2022
Q1 | $236K | Buy |
6,670
+123
| +2% | +$4.35K | ﹤0.01% | 3726 |
|
|
2021
Q4 | $229K | Buy |
+6,547
| New | +$229K | ﹤0.01% | 3882 |
|
|
2021
Q2 | – | Sell |
-25,369
| Closed | -$824K | – | 4246 |
|
|
2021
Q1 | $824K | Buy |
25,369
+174
| +0.7% | +$5.65K | ﹤0.01% | 2561 |
|
|
2020
Q4 | $685K | Buy |
+25,195
| New | +$685K | ﹤0.01% | 2479 |
|