Beacon Pointe Advisors’s First Bank FRBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Hold |
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|
2025
Q1 | $679K | Hold |
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|
2024
Q4 | $645K | Hold |
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|
2024
Q3 | $697K | Hold |
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|
2024
Q2 | $584K | Hold |
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|
2024
Q1 | $630K | Buy |
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|
2023
Q4 | $671K | Buy |
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|
2023
Q3 | $490K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $639K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $596K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $413K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $287K | Buy |
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