Valeo Financial Advisors’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
Q3 | $7.76M | Buy |
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|
2025
Q2 | $7.92M | Buy |
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|
2025
Q1 | $8.34M | Buy |
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|
2024
Q4 | $8.22M | Buy |
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|
2024
Q3 | $9.83M | Sell |
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|
2024
Q2 | $9.55M | Buy |
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|
2024
Q1 | $9.63M | Sell |
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|
2023
Q4 | $10.9M | Sell |
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|
2023
Q3 | $7.2M | Sell |
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|
2023
Q2 | $6.8M | Sell |
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|
2023
Q1 | $7M | Buy |
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|
2022
Q4 | $6.46M | Sell |
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|
2022
Q3 | $6.16M | Buy |
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|
2022
Q2 | $5.92M | Buy |
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|
2022
Q1 | $7.13M | Buy |
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|
2021
Q4 | $7.11M | Buy |
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|
2021
Q3 | $4.91M | Sell |
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|
2021
Q2 | $4.94M | Buy |
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|
2021
Q1 | $2.4M | Buy |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $953K | Sell |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $764K | Sell |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $949K | Buy |
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|
2019
Q2 | $964K | Buy |
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|
2019
Q1 | $1M | Buy |
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|
2018
Q4 | $913K | Buy |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $976K | Buy |
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|
2018
Q1 | $190K | Sell |
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|
2017
Q4 | $279K | Buy |
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