YHB Investment Advisors’s Middlefield Banc Corp MBCN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $201K | Sell |
6,666
-550
| -8% | -$16.6K | 0.02% | 298 |
|
2025
Q1 | $202K | Sell |
7,216
-450
| -6% | -$12.6K | 0.02% | 287 |
|
2024
Q4 | $215K | Sell |
7,666
-150
| -2% | -$4.21K | 0.02% | 269 |
|
2024
Q3 | $225K | Buy |
+7,816
| New | +$225K | 0.02% | 267 |
|
2024
Q1 | – | Sell |
-8,216
| Closed | -$266K | – | 276 |
|
2023
Q4 | $266K | Hold |
8,216
| – | – | 0.03% | 236 |
|
2023
Q3 | $209K | Sell |
8,216
-736
| -8% | -$18.7K | 0.02% | 260 |
|
2023
Q2 | $240K | Hold |
8,952
| – | – | 0.02% | 255 |
|
2023
Q1 | $251K | Hold |
8,952
| – | – | 0.03% | 249 |
|
2022
Q4 | $245K | Hold |
8,952
| – | – | 0.03% | 253 |
|
2022
Q3 | $243K | Hold |
8,952
| – | – | 0.03% | 244 |
|
2022
Q2 | $226K | Hold |
8,952
| – | – | 0.02% | 255 |
|
2022
Q1 | $222K | Hold |
8,952
| – | – | 0.02% | 281 |
|
2021
Q4 | $222K | Hold |
8,952
| – | – | 0.02% | 303 |
|
2021
Q3 | $213K | Hold |
8,952
| – | – | 0.02% | 297 |
|
2021
Q2 | $211K | Buy |
+8,952
| New | +$211K | 0.02% | 287 |
|
2021
Q1 | – | Sell |
-8,952
| Closed | -$201K | – | 296 |
|
2020
Q4 | $201K | Buy |
+8,952
| New | +$201K | 0.02% | 274 |
|
2020
Q1 | – | Sell |
-8,952
| Closed | -$234K | – | 176 |
|
2019
Q4 | $234K | Hold |
8,952
| – | – | 0.03% | 175 |
|
2019
Q3 | $209K | Buy |
+8,952
| New | +$209K | 0.03% | 185 |
|
2018
Q4 | – | Sell |
-8,952
| Closed | -$211K | – | 185 |
|
2018
Q3 | $211K | Hold |
8,952
| – | – | 0.03% | 185 |
|
2018
Q2 | $227K | Hold |
8,952
| – | – | 0.04% | 176 |
|
2018
Q1 | $220K | Hold |
8,952
| – | – | 0.04% | 175 |
|
2017
Q4 | $216K | Hold |
8,952
| – | – | 0.04% | 180 |
|
2017
Q3 | $206K | Hold |
8,952
| – | – | 0.04% | 173 |
|
2017
Q2 | $226K | Hold |
8,952
| – | – | 0.04% | 171 |
|
2017
Q1 | $205K | Buy |
+8,952
| New | +$205K | 0.04% | 175 |
|