Oxford Financial Group’s Merchants Bancorp MBIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
+11,137
| New | +$368K | 0.02% | 158 |
|
|
2024
Q4 | – | Sell |
-11,137
| Closed | -$501K | – | 316 |
|
|
2024
Q3 | $501K | Sell |
11,137
-16
| -0.1% | -$719 | 0.03% | 140 |
|
|
2024
Q2 | $452K | Buy |
11,153
+8
| +0.1% | +$324 | 0.03% | 160 |
|
|
2024
Q1 | $481K | Buy |
11,145
+8
| +0.1% | +$345 | 0.03% | 141 |
|
|
2023
Q4 | $474K | Hold |
11,137
| – | – | 0.03% | 144 |
|
|
2023
Q3 | $309K | Hold |
11,137
| – | – | 0.03% | 167 |
|
|
2023
Q2 | $285K | Hold |
11,137
| – | – | 0.03% | 182 |
|
|
2023
Q1 | $290K | Hold |
11,137
| – | – | 0.03% | 154 |
|
|
2022
Q4 | $271K | Hold |
11,137
| – | – | 0.03% | 167 |
|
|
2022
Q3 | $257K | Hold |
11,137
| – | – | 0.04% | 152 |
|
|
2022
Q2 | $252K | Hold |
11,137
| – | – | 0.04% | 166 |
|
|
2022
Q1 | $305K | Sell |
11,137
-1
| -0% | -$27 | 0.04% | 157 |
|
|
2021
Q4 | $351K | Sell |
11,138
-3,304
| -23% | -$104K | 0.04% | 151 |
|
|
2021
Q3 | $380K | Hold |
14,442
| – | – | 0.05% | 132 |
|
|
2021
Q2 | $378K | Hold |
14,442
| – | – | 0.05% | 128 |
|
|
2021
Q1 | $404K | Sell |
14,442
-9,933
| -41% | -$278K | 0.06% | 125 |
|
|
2020
Q4 | $449K | Hold |
24,375
| – | – | 0.07% | 110 |
|
|
2020
Q3 | $320K | Hold |
24,375
| – | – | 0.05% | 128 |
|
|
2020
Q2 | $300K | Hold |
24,375
| – | – | 0.05% | 125 |
|
|
2020
Q1 | $247K | Buy |
+24,375
| New | +$247K | 0.05% | 137 |
|