Steward Partners Investment Advisory’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 | $3.8K | Hold |
115
| – | – | ﹤0.01% | 3568 |
|
|
2025
Q1 | $4.26K | Hold |
115
| – | – | ﹤0.01% | 3425 |
|
|
2024
Q4 | $4.19K | Hold |
115
| – | – | ﹤0.01% | 3424 |
|
|
2024
Q3 | $5.17K | Hold |
115
| – | – | ﹤0.01% | 3178 |
|
|
2024
Q2 | $4.66K | Hold |
115
| – | – | ﹤0.01% | 3066 |
|
|
2024
Q1 | $4.97K | Sell |
115
-3
| -3% | -$130 | ﹤0.01% | 3047 |
|
|
2023
Q4 | $5.02K | Hold |
118
| – | – | ﹤0.01% | 2957 |
|
|
2023
Q3 | $3.27K | Hold |
118
| – | – | ﹤0.01% | 2955 |
|
|
2023
Q2 | $3.02K | Hold |
118
| – | – | ﹤0.01% | 2944 |
|
|
2023
Q1 | $3.07K | Sell |
118
-66
| -36% | -$1.72K | ﹤0.01% | 2932 |
|
|
2022
Q4 | $4.48K | Sell |
184
-437
| -70% | -$10.6K | ﹤0.01% | 2808 |
|
|
2022
Q3 | $14K | Sell |
621
-18
| -3% | -$406 | ﹤0.01% | 2392 |
|
|
2022
Q2 | $14K | Sell |
639
-847
| -57% | -$18.6K | ﹤0.01% | 2384 |
|
|
2022
Q1 | $41K | Sell |
1,486
-4
| -0.3% | -$110 | ﹤0.01% | 2022 |
|
|
2021
Q4 | $47K | Hold |
1,490
| – | – | ﹤0.01% | 1948 |
|
|
2021
Q3 | $39K | Sell |
1,490
-94
| -6% | -$2.46K | ﹤0.01% | 2011 |
|
|
2021
Q2 | $41K | Buy |
1,584
+21
| +1% | +$544 | ﹤0.01% | 3732 |
|
|
2021
Q1 | $43.7K | Buy |
+1,563
| New | +$43.7K | ﹤0.01% | 2060 |
|