Allen Mooney & Barnes Investment Advisors’s The First Bancshares, Inc. FBMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,072
| Closed | -$341K | – | 160 |
|
|
2025
Q1 | $341K | Buy |
10,072
+37
| +0.4% | +$1.25K | 0.06% | 120 |
|
|
2024
Q4 | $351K | Buy |
10,035
+10
| +0.1% | +$350 | 0.06% | 118 |
|
|
2024
Q3 | $322K | Sell |
10,025
-6,827
| -41% | -$219K | 0.05% | 125 |
|
|
2024
Q2 | $438K | Sell |
16,852
-58
| -0.3% | -$1.51K | 0.08% | 110 |
|
|
2024
Q1 | $402K | Buy |
16,910
+64
| +0.4% | +$1.52K | 0.08% | 119 |
|
|
2023
Q4 | $494K | Buy |
16,846
+58
| +0.3% | +$1.7K | 0.09% | 99 |
|
|
2023
Q3 | $453K | Buy |
16,788
+52
| +0.3% | +$1.4K | 0.1% | 96 |
|
|
2023
Q2 | $432K | Buy |
16,736
+52
| +0.3% | +$1.34K | 0.1% | 96 |
|
|
2023
Q1 | $431K | Buy |
16,684
+42
| +0.3% | +$1.09K | 0.1% | 93 |
|
|
2022
Q4 | $533K | Buy |
16,642
+35
| +0.2% | +$1.12K | 0.13% | 83 |
|
|
2022
Q3 | $496K | Buy |
16,607
+37
| +0.2% | +$1.11K | 0.13% | 80 |
|
|
2022
Q2 | $474K | Buy |
16,570
+38
| +0.2% | +$1.09K | 0.12% | 86 |
|
|
2022
Q1 | $556K | Buy |
+16,532
| New | +$556K | 0.12% | 92 |
|