Beam Wealth Advisors’s First Guaranty Bancshares FGBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,500
| Closed | -$645K | – | 101 |
|
|
2022
Q4 | $645K | Hold |
27,500
| – | – | 0.67% | 46 |
|
|
2022
Q3 | $602K | Hold |
27,500
| – | – | 0.67% | 50 |
|
|
2022
Q2 | $669K | Hold |
27,500
| – | – | 0.74% | 48 |
|
|
2022
Q1 | $658K | Hold |
27,500
| – | – | 0.76% | 42 |
|
|
2021
Q4 | $560K | Hold |
27,500
| – | – | 0.64% | 48 |
|
|
2021
Q3 | $502K | Hold |
27,500
| – | – | 0.43% | 75 |
|
|
2021
Q2 | $487K | Hold |
27,500
| – | – | 0.42% | 77 |
|
|
2021
Q1 | $448K | Hold |
27,500
| – | – | 0.4% | 81 |
|
|
2020
Q4 | $444K | Hold |
27,500
| – | – | 0.42% | 76 |
|
|
2020
Q3 | $303K | Hold |
27,500
| – | – | 0.28% | 96 |
|
|
2020
Q2 | $332K | Buy |
27,500
+2,794
| +11% | +$33.7K | 0.33% | 92 |
|
|
2020
Q1 | $324K | Buy |
24,706
+2,200
| +10% | +$28.9K | 0.32% | 97 |
|
|
2019
Q4 | $445K | Buy |
+22,506
| New | +$445K | 0.41% | 76 |
|