LPL Financial
MFM

LPL Financial’s MFS Municipal Income Trust MFM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
230,334
-9,452
-4% -$48.9K ﹤0.01% 3567
2025
Q1
$1.27M Buy
239,786
+16,971
+8% +$89.9K ﹤0.01% 3314
2024
Q4
$1.19M Buy
222,815
+19,366
+10% +$104K ﹤0.01% 3319
2024
Q3
$1.16M Sell
203,449
-4,339
-2% -$24.8K ﹤0.01% 3209
2024
Q2
$1.13M Sell
207,788
-4,768
-2% -$26K ﹤0.01% 3096
2024
Q1
$1.14M Sell
212,556
-5,469
-3% -$29.4K ﹤0.01% 3025
2023
Q4
$1.13M Sell
218,025
-28,046
-11% -$145K ﹤0.01% 2912
2023
Q3
$1.12M Sell
246,071
-468
-0.2% -$2.13K ﹤0.01% 2779
2023
Q2
$1.26M Buy
246,539
+34,027
+16% +$174K ﹤0.01% 2638
2023
Q1
$1.13M Sell
212,512
-21,023
-9% -$112K ﹤0.01% 2652
2022
Q4
$1.21M Buy
233,535
+1,076
+0.5% +$5.57K ﹤0.01% 2494
2022
Q3
$1.13M Buy
232,459
+51,792
+29% +$251K ﹤0.01% 2441
2022
Q2
$983K Buy
180,667
+39,313
+28% +$214K ﹤0.01% 2581
2022
Q1
$865K Buy
141,354
+45,070
+47% +$276K ﹤0.01% 2721
2021
Q4
$674K Buy
96,284
+15,017
+18% +$105K ﹤0.01% 3010
2021
Q3
$568K Buy
81,267
+53,610
+194% +$375K ﹤0.01% 3084
2021
Q2
$197K Buy
27,657
+12,000
+77% +$85.5K ﹤0.01% 3886
2021
Q1
$107K Hold
15,657
﹤0.01% 3889
2020
Q4
$105K Buy
15,657
+3,900
+33% +$26.2K ﹤0.01% 3658
2020
Q3
$76K Sell
11,757
-10,150
-46% -$65.6K ﹤0.01% 3386
2020
Q2
$137K Buy
21,907
+1,000
+5% +$6.25K ﹤0.01% 3204
2020
Q1
$134K Buy
20,907
+8,550
+69% +$54.8K ﹤0.01% 2919
2019
Q4
$87K Hold
12,357
﹤0.01% 3216
2019
Q3
$87K Buy
+12,357
New +$87K ﹤0.01% 3151
2018
Q4
Sell
-10,865
Closed -$71K 3159
2018
Q3
$71K Buy
10,865
+509
+5% +$3.33K ﹤0.01% 3133
2018
Q2
$68K Sell
10,356
-6,257
-38% -$41.1K ﹤0.01% 3110
2018
Q1
$108K Buy
+16,613
New +$108K ﹤0.01% 3050
2017
Q2
Sell
-46,713
Closed -$325K 2893
2017
Q1
$325K Sell
46,713
-4,616
-9% -$32.1K ﹤0.01% 2136
2016
Q4
$343K Buy
51,329
+1,878
+4% +$12.6K ﹤0.01% 2055
2016
Q3
$363K Buy
49,451
+15,400
+45% +$113K ﹤0.01% 1977
2016
Q2
$255K Sell
34,051
-17,607
-34% -$132K ﹤0.01% 2202
2016
Q1
$374K Buy
51,658
+12,336
+31% +$89.3K ﹤0.01% 2362
2015
Q4
$271K Buy
39,322
+11,134
+39% +$76.7K ﹤0.01% 2606
2015
Q3
$180K Sell
28,188
-21,279
-43% -$136K ﹤0.01% 2547
2015
Q2
$315K Sell
49,467
-15,782
-24% -$100K ﹤0.01% 2268
2015
Q1
$438K Sell
65,249
-13,372
-17% -$89.8K ﹤0.01% 1959
2014
Q4
$522K Buy
78,621
+22,998
+41% +$153K ﹤0.01% 1741
2014
Q3
$365K Buy
55,623
+1,764
+3% +$11.6K ﹤0.01% 2018
2014
Q2
$355K Sell
53,859
-40,944
-43% -$270K ﹤0.01% 2068
2014
Q1
$616K Sell
94,803
-118,168
-55% -$768K ﹤0.01% 1577
2013
Q4
$1.33M Sell
212,971
-80,963
-28% -$506K 0.01% 1067
2013
Q3
$1.82M Sell
293,934
-490,980
-63% -$3.04M 0.01% 838
2013
Q2
$5.36M Buy
+784,914
New +$5.36M 0.04% 357