Axxcess Wealth Management’s Business First Bancshares BFST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-12,423
| Closed | -$319K | – | 859 |
|
2024
Q3 | $319K | Hold |
12,423
| – | – | 0.01% | 673 |
|
2024
Q2 | $270K | Hold |
12,423
| – | – | 0.01% | 688 |
|
2024
Q1 | $277K | Hold |
12,423
| – | – | 0.01% | 693 |
|
2023
Q4 | $306K | Hold |
12,423
| – | – | 0.01% | 636 |
|
2023
Q3 | $233K | Hold |
12,423
| – | – | 0.01% | 677 |
|
2023
Q2 | $187K | Hold |
12,423
| – | – | 0.01% | 557 |
|
2023
Q1 | $213K | Hold |
12,423
| – | – | 0.02% | 571 |
|
2022
Q4 | $275K | Hold |
12,423
| – | – | 0.02% | 468 |
|
2022
Q3 | $267K | Hold |
12,423
| – | – | 0.03% | 423 |
|
2022
Q2 | $265K | Hold |
12,423
| – | – | 0.02% | 427 |
|
2022
Q1 | $302K | Sell |
12,423
-10,300
| -45% | -$250K | 0.02% | 467 |
|
2021
Q4 | $643K | Buy |
+22,723
| New | +$643K | 0.05% | 305 |
|