Creative Planning’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 |
-84,394
| Closed | -$2.85M | – | 3736 |
|
|
2025
Q1 | $2.85M | Buy |
84,394
+1,293
| +2% | +$43.7K | ﹤0.01% | 962 |
|
|
2024
Q4 | $2.91M | Buy |
83,101
+1,567
| +2% | +$54.8K | ﹤0.01% | 916 |
|
|
2024
Q3 | $2.62M | Sell |
81,534
-10,057
| -11% | -$323K | ﹤0.01% | 927 |
|
|
2024
Q2 | $2.38M | Buy |
91,591
+69,254
| +310% | +$1.8M | ﹤0.01% | 918 |
|
|
2024
Q1 | $580K | Buy |
22,337
+5,918
| +36% | +$154K | ﹤0.01% | 1739 |
|
|
2023
Q4 | $482K | Buy |
16,419
+3,914
| +31% | +$115K | ﹤0.01% | 1734 |
|
|
2023
Q3 | $337K | Buy |
12,505
+1,377
| +12% | +$37.1K | ﹤0.01% | 1832 |
|
|
2023
Q2 | $288K | Buy |
+11,128
| New | +$288K | ﹤0.01% | 1929 |
|