IFP Advisors’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 |
-3
| Closed | -$101 | – | 5076 |
|
|
2025
Q1 | $101 | Hold |
3
| – | – | ﹤0.01% | 3854 |
|
|
2024
Q4 | $105 | Buy |
+3
| New | +$105 | ﹤0.01% | 4015 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4727 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4525 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4389 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4188 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4029 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3844 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3741 |
|
|
2018
Q4 | – | Sell |
-2,913
| Closed | -$114K | – | 3858 |
|
|
2018
Q3 | $114K | Buy |
+2,913
| New | +$114K | ﹤0.01% | 1387 |
|