Mark Sheptoff Financial Planning’s Mesabi Trust MSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24K	Hold	1,000	–	–	0.01%	254
2025 Q1	$27.2K	Hold	1,000	–	–	0.02%	220
2024 Q4	$28.1K	Hold	1,000	–	–	0.02%	225
2024 Q3	$22.7K	Hold	1,000	–	–	0.01%	237
2024 Q2	$17.2K	Hold	1,000	–	–	0.01%	268
2024 Q1	$17.7K	Hold	1,000	–	–	0.01%	247
2023 Q4	$20.5K	Hold	1,000	–	–	0.01%	225
2023 Q3	$20.1K	Hold	1,000	–	–	0.01%	211
2023 Q2	$20.4K	Hold	1,000	–	–	0.01%	222
2023 Q1	$25.2K	Hold	1,000	–	–	0.01%	201
2022 Q4	$18K	Hold	1,000	–	–	0.01%	225
2022 Q3	$22K	Hold	1,000	–	–	0.01%	201
2022 Q2	$25K	Hold	1,000	–	–	0.01%	205
2022 Q1	$27K	Hold	1,000	–	–	0.01%	222
2021 Q4	$26K	Hold	1,000	–	–	0.01%	235
2021 Q3	$30K	Hold	1,000	–	–	0.02%	210
2021 Q2	$35K	Hold	1,000	–	–	0.02%	222
2021 Q1	$30K	Hold	1,000	–	–	0.02%	205
2020 Q4	$28K	Hold	1,000	–	–	0.02%	195
2020 Q3	$21K	Hold	1,000	–	–	0.01%	188
2020 Q2	$18K	Hold	1,000	–	–	0.01%	207
2020 Q1	$14K	Hold	1,000	–	–	0.01%	205
2019 Q4	$24K	Hold	1,000	–	–	0.02%	197
2019 Q3	$24K	Hold	1,000	–	–	0.02%	196
2019 Q2	$30K	Hold	1,000	–	–	0.02%	187
2019 Q1	$29K	Hold	1,000	–	–	0.02%	186
2018 Q4	$24K	Hold	1,000	–	–	0.02%	182
2018 Q3	$27K	Hold	1,000	–	–	0.02%	211
2018 Q2	$25K	Hold	1,000	–	–	0.02%	211
2018 Q1	$26K	Hold	1,000	–	–	0.02%	212
2017 Q4	$25K	Hold	1,000	–	–	0.02%	223
2017 Q3	$23K	Buy	+1,000	New	+$23K	0.02%	227