Summit Trail Advisors’s Mid Penn Bancorp MPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
15,382
+316
| +2% | +$8.91K | 0.01% | 783 |
|
|
2025
Q1 | $390K | Hold |
15,066
| – | – | 0.01% | 280 |
|
|
2024
Q4 | $435K | Sell |
15,066
-25
| -0.2% | -$721 | 0.02% | 241 |
|
|
2024
Q3 | $450K | Sell |
15,091
-48
| -0.3% | -$1.43K | 0.01% | 422 |
|
|
2024
Q2 | $332K | Buy |
15,139
+91
| +0.6% | +$2K | 0.01% | 456 |
|
|
2024
Q1 | $301K | Sell |
15,048
-101
| -0.7% | -$2.02K | 0.01% | 458 |
|
|
2023
Q4 | $368K | Buy |
15,149
+2,601
| +21% | +$63.2K | 0.01% | 345 |
|
|
2023
Q3 | $253K | Hold |
12,548
| – | – | 0.01% | 422 |
|
|
2023
Q2 | $277K | Buy |
+12,548
| New | +$277K | 0.01% | 393 |
|