Sowell Financial Services’s Mid Penn Bancorp MPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,114
| Closed | -$334K | – | 571 |
|
|
2023
Q2 | $334K | Buy |
+15,114
| New | +$334K | 0.02% | 501 |
|
|
2023
Q1 | – | Sell |
-15,114
| Closed | -$453K | – | 812 |
|
|
2022
Q4 | $453K | Hold |
15,114
| – | – | 0.03% | 443 |
|
|
2022
Q3 | $434K | Hold |
15,114
| – | – | 0.04% | 333 |
|
|
2022
Q2 | $408K | Buy |
+15,114
| New | +$408K | 0.04% | 235 |
|
|
2022
Q1 | – | Sell |
-15,158
| Closed | -$481K | – | 379 |
|
|
2021
Q4 | $481K | Buy |
15,158
+503
| +3% | +$16K | 0.03% | 441 |
|
|
2021
Q3 | $404K | Hold |
14,655
| – | – | 0.03% | 423 |
|
|
2021
Q2 | $402K | Sell |
14,655
-1,037
| -7% | -$28.4K | 0.03% | 446 |
|
|
2021
Q1 | $432K | Sell |
15,692
-3
| -0% | -$83 | 0.02% | 705 |
|
|
2020
Q4 | $344K | Sell |
15,695
-27
| -0.2% | -$592 | 0.01% | 643 |
|
|
2020
Q3 | $272K | Sell |
15,722
-25
| -0.2% | -$433 | 0.01% | 646 |
|
|
2020
Q2 | $290K | Buy |
15,747
+3,060
| +24% | +$56.4K | 0.02% | 608 |
|
|
2020
Q1 | $257K | Hold |
12,687
| – | – | 0.02% | 590 |
|
|
2019
Q4 | $365K | Hold |
12,687
| – | – | 0.03% | 538 |
|
|
2019
Q3 | $325K | Buy |
+12,687
| New | +$325K | 0.03% | 514 |
|