Charles Schwab’s Business First Bancshares BFST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.7M | Buy |
231,154
+14,671
| +7% | +$362K | ﹤0.01% | 2284 |
|
2025
Q1 | $5.27M | Sell |
216,483
-5,675
| -3% | -$138K | ﹤0.01% | 2252 |
|
2024
Q4 | $5.71M | Buy |
222,158
+25,920
| +13% | +$666K | ﹤0.01% | 2283 |
|
2024
Q3 | $5.04M | Buy |
196,238
+129,677
| +195% | +$3.33M | ﹤0.01% | 2377 |
|
2024
Q2 | $1.45M | Buy |
66,561
+3,577
| +6% | +$77.8K | ﹤0.01% | 2800 |
|
2024
Q1 | $1.4M | Sell |
62,984
-2,677
| -4% | -$59.6K | ﹤0.01% | 2693 |
|
2023
Q4 | $1.62M | Sell |
65,661
-45
| -0.1% | -$1.11K | ﹤0.01% | 2676 |
|
2023
Q3 | $1.23M | Buy |
65,706
+1,351
| +2% | +$25.3K | ﹤0.01% | 2731 |
|
2023
Q2 | $970K | Buy |
64,355
+1,392
| +2% | +$21K | ﹤0.01% | 2779 |
|
2023
Q1 | $1.08M | Buy |
62,963
+712
| +1% | +$12.2K | ﹤0.01% | 2710 |
|
2022
Q4 | $1.38M | Buy |
62,251
+6,217
| +11% | +$138K | ﹤0.01% | 2674 |
|
2022
Q3 | $1.21M | Buy |
56,034
+2,166
| +4% | +$46.7K | ﹤0.01% | 2725 |
|
2022
Q2 | $1.15M | Buy |
53,868
+3,620
| +7% | +$77.1K | ﹤0.01% | 2740 |
|
2022
Q1 | $1.22M | Buy |
50,248
+935
| +2% | +$22.8K | ﹤0.01% | 2777 |
|
2021
Q4 | $1.4M | Buy |
49,313
+1,258
| +3% | +$35.6K | ﹤0.01% | 2797 |
|
2021
Q3 | $1.13M | Sell |
48,055
-387
| -0.8% | -$9.06K | ﹤0.01% | 2831 |
|
2021
Q2 | $1.11M | Sell |
48,442
-144
| -0.3% | -$3.31K | ﹤0.01% | 2891 |
|
2021
Q1 | $1.16M | Buy |
48,586
+1,326
| +3% | +$31.7K | ﹤0.01% | 2807 |
|
2020
Q4 | $963K | Sell |
47,260
-2,491
| -5% | -$50.8K | ﹤0.01% | 2785 |
|
2020
Q3 | $747K | Buy |
49,751
+13,581
| +38% | +$204K | ﹤0.01% | 2755 |
|
2020
Q2 | $556K | Buy |
36,170
+5,310
| +17% | +$81.6K | ﹤0.01% | 2787 |
|
2020
Q1 | $417K | Buy |
30,860
+263
| +0.9% | +$3.55K | ﹤0.01% | 2775 |
|
2019
Q4 | $763K | Buy |
30,597
+110
| +0.4% | +$2.74K | ﹤0.01% | 2681 |
|
2019
Q3 | $744K | Hold |
30,487
| – | – | ﹤0.01% | 2653 |
|
2019
Q2 | $776K | Buy |
30,487
+5,177
| +20% | +$132K | ﹤0.01% | 2658 |
|
2019
Q1 | $622K | Buy |
25,310
+1,880
| +8% | +$46.2K | ﹤0.01% | 2684 |
|
2018
Q4 | $568K | Hold |
23,430
| – | – | ﹤0.01% | 2714 |
|
2018
Q3 | $623K | Buy |
23,430
+5,830
| +33% | +$155K | ﹤0.01% | 2766 |
|
2018
Q2 | $464K | Buy |
+17,600
| New | +$464K | ﹤0.01% | 2827 |
|