Steward Partners Investment Advisory’s Merchants Bancorp MBIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8K | Hold |
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|
2025
Q1 | $4.25K | Hold |
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|
2024
Q4 | $4.19K | Hold |
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|
2024
Q3 | $5.17K | Hold |
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|
2024
Q2 | $4.66K | Hold |
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|
2024
Q1 | $4.97K | Sell |
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|
2023
Q4 | $5.02K | Hold |
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|
2023
Q3 | $3.27K | Hold |
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|
2023
Q2 | $3.02K | Hold |
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|
2023
Q1 | $3.07K | Sell |
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|
2022
Q4 | $4.47K | Sell |
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|
2022
Q3 | $14K | Sell |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $41K | Sell |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $39K | Sell |
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|
2021
Q2 | $41K | Buy |
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|
2021
Q1 | $43.7K | Buy |
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