JWA
JFS Wealth Advisors’s FNB Corp FNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Buy |
51,915
+25
| +0% | +$364 | 0.05% | 173 |
|
|
2025
Q1 | $698K | Buy |
51,890
+5
| +0% | +$67 | 0.05% | 173 |
|
|
2024
Q4 | $767K | Sell |
51,885
-4,967
| -9% | -$73.4K | 0.05% | 161 |
|
|
2024
Q3 | $802K | Buy |
56,852
+12
| +0% | +$169 | 0.05% | 163 |
|
|
2024
Q2 | $778K | Buy |
56,840
+892
| +2% | +$12.2K | 0.06% | 134 |
|
|
2024
Q1 | $789K | Buy |
55,948
+1,245
| +2% | +$17.6K | 0.06% | 130 |
|
|
2023
Q4 | $753K | Buy |
54,703
+184
| +0.3% | +$2.53K | 0.06% | 121 |
|
|
2023
Q3 | $588K | Sell |
54,519
-283
| -0.5% | -$3.05K | 0.06% | 141 |
|
|
2023
Q2 | $627K | Sell |
54,802
-20,253
| -27% | -$232K | 0.06% | 139 |
|
|
2023
Q1 | $871K | Buy |
75,055
+432
| +0.6% | +$5.01K | 0.08% | 117 |
|
|
2022
Q4 | $974K | Sell |
74,623
-728
| -1% | -$9.5K | 0.1% | 115 |
|
|
2022
Q3 | $874K | Buy |
75,351
+8,457
| +13% | +$98.1K | 0.1% | 112 |
|
|
2022
Q2 | $726K | Buy |
66,894
+20,150
| +43% | +$219K | 0.08% | 120 |
|
|
2022
Q1 | $582K | Sell |
46,744
-676
| -1% | -$8.42K | 0.05% | 147 |
|
|
2021
Q4 | $575K | Buy |
47,420
+481
| +1% | +$5.83K | 0.05% | 150 |
|
|
2021
Q3 | $545K | Buy |
46,939
+48
| +0.1% | +$557 | 0.06% | 146 |
|
|
2021
Q2 | $578K | Buy |
46,891
+2,733
| +6% | +$33.7K | 0.09% | 108 |
|
|
2021
Q1 | $561K | Buy |
44,158
+5,669
| +15% | +$72K | 0.11% | 95 |
|
|
2020
Q4 | $366K | Buy |
38,489
+1,892
| +5% | +$18K | 0.08% | 114 |
|
|
2020
Q3 | $248K | Buy |
36,597
+60
| +0.2% | +$407 | 0.06% | 122 |
|
|
2020
Q2 | $274K | Sell |
36,537
-101
| -0.3% | -$757 | 0.07% | 117 |
|
|
2020
Q1 | $270K | Sell |
36,638
-1,168
| -3% | -$8.61K | 0.08% | 110 |
|
|
2019
Q4 | $480K | Sell |
37,806
-10,255
| -21% | -$130K | 0.12% | 94 |
|
|
2019
Q3 | $554K | Sell |
48,061
-3,270
| -6% | -$37.7K | 0.14% | 88 |
|
|
2019
Q2 | $604K | Sell |
51,331
-179
| -0.3% | -$2.11K | 0.15% | 85 |
|
|
2019
Q1 | $546K | Sell |
51,510
-3,983
| -7% | -$42.2K | 0.14% | 87 |
|
|
2018
Q4 | $546K | Buy |
55,493
+135
| +0.2% | +$1.33K | 0.15% | 89 |
|
|
2018
Q3 | $704K | Buy |
55,358
+337
| +0.6% | +$4.29K | 0.18% | 81 |
|
|
2018
Q2 | $738K | Buy |
55,021
+14,760
| +37% | +$198K | 0.19% | 72 |
|
|
2018
Q1 | $542K | Sell |
40,261
-18,850
| -32% | -$254K | 0.14% | 82 |
|
|
2017
Q4 | $817K | Buy |
59,111
+17,179
| +41% | +$237K | 0.2% | 72 |
|
|
2017
Q3 | $588K | Buy |
41,932
+391
| +0.9% | +$5.48K | 0.15% | 77 |
|
|
2017
Q2 | $588K | Sell |
41,541
-17,680
| -30% | -$250K | 0.16% | 72 |
|
|
2017
Q1 | $949K | Hold |
59,221
| – | – | 0.26% | 70 |
|
|
2016
Q4 | $949K | Sell |
59,221
-6,979
| -11% | -$112K | 0.26% | 70 |
|
|
2016
Q3 | $814K | Buy |
66,200
+5,546
| +9% | +$68.2K | 0.23% | 70 |
|
|
2016
Q2 | $761K | Sell |
60,654
-1,267
| -2% | -$15.9K | 0.21% | 75 |
|
|
2016
Q1 | $806K | Sell |
61,921
-2,681
| -4% | -$34.9K | 0.24% | 68 |
|
|
2015
Q4 | $862K | Buy |
64,602
+134
| +0.2% | +$1.79K | 0.25% | 69 |
|
|
2015
Q3 | $835K | Sell |
64,468
-28,267
| -30% | -$366K | 0.37% | 56 |
|
|
2015
Q2 | $1.33M | Buy |
92,735
+889
| +1% | +$12.7K | 0.68% | 36 |
|
|
2015
Q1 | $1.21M | Buy |
91,846
+95
| +0.1% | +$1.25K | 0.57% | 38 |
|
|
2014
Q4 | $1.22M | Buy |
91,751
+42,906
| +88% | +$571K | 0.19% | 28 |
|
|
2014
Q3 | $586K | Sell |
48,845
-3,285
| -6% | -$39.4K | 0.1% | 41 |
|
|
2014
Q2 | $668K | Buy |
52,130
+653
| +1% | +$8.37K | 0.12% | 42 |
|
|
2014
Q1 | $690K | Sell |
51,477
-2,223
| -4% | -$29.8K | 0.38% | 48 |
|
|
2013
Q4 | $678K | Sell |
53,700
-980
| -2% | -$12.4K | 0.3% | 53 |
|
|
2013
Q3 | $663K | Buy |
54,680
+213
| +0.4% | +$2.58K | 0.31% | 52 |
|
|
2013
Q2 | $658K | Buy |
+54,467
| New | +$658K | 0.33% | 52 |
|