Steward Partners Investment Advisory’s Mesabi Trust MSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
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|
2025
Q1 | $715K | Buy |
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|
2024
Q4 | $713K | Buy |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $199K | Buy |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | $157K | Buy |
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|
2023
Q2 | $155K | Buy |
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|
2023
Q1 | $178K | Buy |
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|
2022
Q4 | $121K | Sell |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $250K | Buy |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q3 | $188K | Sell |
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|
2021
Q2 | $225K | Sell |
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|
2021
Q1 | $198K | Buy |
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|
2020
Q4 | $177K | Buy |
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|
2020
Q3 | $10K | Buy |
|