Wakefield Asset Management’s Merchants Bancorp MBIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,886
| Closed | -$995K | – | 231 |
|
|
2025
Q1 | $995K | Buy |
+26,886
| New | +$995K | 0.3% | 111 |
|
|
2021
Q3 | – | Sell |
-32,724
| Closed | -$856K | – | 165 |
|
|
2021
Q2 | $856K | Buy |
32,724
+46
| +0.1% | +$1.2K | 0.32% | 96 |
|
|
2021
Q1 | $914K | Sell |
32,678
-1,398
| -4% | -$39.1K | 0.37% | 69 |
|
|
2020
Q4 | $628K | Buy |
+34,076
| New | +$628K | 0.26% | 116 |
|