Stifel Financial’s Mechanics Bancorp Class A Common Stock MCHB Stock Holding History

Stifel Financial’s Portfolio MCHB Stock Details MCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-25,975	Closed	-$296K	–	3409
2024 Q2	$296K	Buy	25,975 +14,675	+130%	+$167K	﹤0.01%	2924
2024 Q1	$170K	Buy	11,300 +1,000	+10%	+$15.1K	﹤0.01%	3122
2023 Q4	$106K	Sell	10,300 -6,262	-38%	-$64.5K	﹤0.01%	3160
2023 Q3	$129K	Hold	16,562	–	–	﹤0.01%	3073
2023 Q2	$98K	Sell	16,562 -1,500	-8%	-$8.88K	﹤0.01%	3178
2023 Q1	$325K	Hold	18,062	–	–	﹤0.01%	2757
2022 Q4	$498K	Hold	18,062	–	–	﹤0.01%	2475
2022 Q3	$520K	Hold	18,062	–	–	﹤0.01%	2406
2022 Q2	$626K	Buy	18,062 +1,500	+9%	+$52K	﹤0.01%	2333
2022 Q1	$785K	Hold	16,562	–	–	﹤0.01%	2285
2021 Q4	$861K	Hold	16,562	–	–	﹤0.01%	2233
2021 Q3	$682K	Hold	16,562	–	–	﹤0.01%	2382
2021 Q2	$675K	Hold	16,562	–	–	﹤0.01%	2402
2021 Q1	$730K	Hold	16,562	–	–	﹤0.01%	2213
2020 Q4	$559K	Hold	16,562	–	–	﹤0.01%	2253
2020 Q3	$427K	Hold	16,562	–	–	﹤0.01%	2183
2020 Q2	$408K	Buy	16,562 +198	+1%	+$4.88K	﹤0.01%	2173
2020 Q1	$364K	Sell	16,364 -11,995	-42%	-$267K	﹤0.01%	2063
2019 Q4	$964K	Buy	28,359 +6,098	+27%	+$207K	﹤0.01%	1861
2019 Q3	$608K	Hold	22,261	–	–	﹤0.01%	2055
2019 Q2	$661K	Sell	22,261 -2,500	-10%	-$74.2K	﹤0.01%	2052
2019 Q1	$652K	Sell	24,761 -469	-2%	-$12.4K	﹤0.01%	1904
2018 Q4	$535K	Sell	25,230 -3,610	-13%	-$76.6K	﹤0.01%	1905
2018 Q3	$765K	Hold	28,840	–	–	﹤0.01%	1848
2018 Q2	$778K	Hold	28,840	–	–	﹤0.01%	1782
2018 Q1	$827K	Buy	28,840 +959	+3%	+$27.5K	﹤0.01%	1693
2017 Q4	$807K	Sell	27,881 -1,100	-4%	-$31.8K	﹤0.01%	1648
2017 Q3	$783K	Sell	28,981 -53,000	-65%	-$1.43M	﹤0.01%	1627
2017 Q2	$2.27M	Buy	81,981 +26,881	+49%	+$744K	0.01%	1046
2017 Q1	$1.54M	Buy	55,100 +12,100	+28%	+$338K	0.01%	1207
2016 Q4	$1.36M	Buy	+43,000	New	+$1.36M	0.01%	1223