IAM Advisory’s First Bank FRBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
83,014
+337
| +0.4% | +$5.21K | 0.31% | 53 |
|
|
2025
Q1 | $1.22M | Sell |
82,677
-105,521
| -56% | -$1.56M | 0.32% | 54 |
|
|
2024
Q4 | $2.65M | Buy |
188,198
+768
| +0.4% | +$10.8K | 0.67% | 23 |
|
|
2024
Q3 | $2.85M | Buy |
187,430
+748
| +0.4% | +$11.4K | 0.72% | 20 |
|
|
2024
Q2 | $2.38M | Buy |
186,682
+882
| +0.5% | +$11.2K | 0.64% | 26 |
|
|
2024
Q1 | $2.55M | Buy |
185,800
+814
| +0.4% | +$11.2K | 0.7% | 21 |
|
|
2023
Q4 | $2.72M | Buy |
184,986
+896
| +0.5% | +$13.2K | 0.85% | 18 |
|
|
2023
Q3 | $1.98M | Buy |
184,090
+948
| +0.5% | +$10.2K | 0.69% | 18 |
|
|
2023
Q2 | $1.9M | Buy |
183,142
+1,014
| +0.6% | +$10.5K | 0.65% | 17 |
|
|
2023
Q1 | $1.84M | Buy |
182,128
+792
| +0.4% | +$8K | 0.64% | 19 |
|
|
2022
Q4 | $2.5M | Buy |
181,336
+701
| +0.4% | +$9.65K | 0.92% | 16 |
|
|
2022
Q3 | $2.47M | Buy |
180,635
+694
| +0.4% | +$9.49K | 1.04% | 13 |
|
|
2022
Q2 | $2.52M | Buy |
+179,941
| New | +$2.52M | 1.03% | 14 |
|