SEI Investments’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 | $283K | Hold |
6,107
| – | – | ﹤0.01% | 2434 |
|
|
2025
Q1 | $265K | Buy |
6,107
+1,600
| +36% | +$69.5K | ﹤0.01% | 2389 |
|
|
2024
Q4 | $201K | Buy |
+4,507
| New | +$201K | ﹤0.01% | 2472 |
|
|
2024
Q1 | – | Sell |
-5,902
| Closed | -$238K | – | 2673 |
|
|
2023
Q4 | $238K | Buy |
+5,902
| New | +$238K | ﹤0.01% | 2396 |
|
|
2022
Q1 | – | Sell |
-7,800
| Closed | -$273K | – | 2623 |
|
|
2021
Q4 | $273K | Sell |
7,800
-1,600
| -17% | -$56K | ﹤0.01% | 2361 |
|
|
2021
Q3 | $301K | Hold |
9,400
| – | – | ﹤0.01% | 2308 |
|
|
2021
Q2 | $284K | Hold |
9,400
| – | – | ﹤0.01% | 2332 |
|
|
2021
Q1 | $305K | Hold |
9,400
| – | – | ﹤0.01% | 2242 |
|
|
2020
Q4 | $255K | Buy |
+9,400
| New | +$255K | ﹤0.01% | 2278 |
|
|
2018
Q1 | – | Sell |
-122
| Closed | -$4K | – | 3588 |
|
|
2017
Q4 | $4K | Buy |
122
+20
| +20% | +$656 | ﹤0.01% | 2985 |
|
|
2017
Q3 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 2878 |
|