WealthPLAN Partners’s Main Street Capital MAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
22,259
+325
| +1% | +$19.2K | 0.21% | 106 |
|
|
2025
Q1 | $1.24M | Sell |
21,934
-373
| -2% | -$21.1K | 0.17% | 111 |
|
|
2024
Q4 | $1.31M | Sell |
22,307
-941
| -4% | -$55.1K | 0.19% | 113 |
|
|
2024
Q3 | $1.17M | Buy |
23,248
+62
| +0.3% | +$3.11K | 0.16% | 118 |
|
|
2024
Q2 | $1.17M | Sell |
23,186
-556
| -2% | -$28.1K | 0.13% | 137 |
|
|
2024
Q1 | $1.12M | Buy |
23,742
+66
| +0.3% | +$3.12K | 0.12% | 146 |
|
|
2023
Q4 | $1.02M | Buy |
23,676
+68
| +0.3% | +$2.94K | 0.11% | 155 |
|
|
2023
Q3 | $959K | Buy |
23,608
+8,884
| +60% | +$361K | 0.11% | 148 |
|
|
2023
Q2 | $589K | Sell |
14,724
-9,149
| -38% | -$366K | 0.08% | 172 |
|
|
2023
Q1 | $942K | Sell |
23,873
-456
| -2% | -$18K | 0.11% | 153 |
|
|
2022
Q4 | $965K | Buy |
+24,329
| New | +$965K | 0.07% | 178 |
|
|
2017
Q2 | – | Sell |
-98
| Closed | -$3.72K | – | 329 |
|
|
2017
Q1 | $3.72K | Buy |
+98
| New | +$3.72K | 0.01% | 374 |
|
|
2016
Q3 | $35.4K | Sell |
1,028
-1,026
| -50% | -$35.3K | 0.01% | 389 |
|
|
2016
Q2 | $33.8K | Buy |
+2,054
| New | +$33.8K | ﹤0.01% | 1110 |
|