LPWM
Lake Point Wealth Management’s First Financial Bankshares FFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $244K | Buy |
6,215
+2
| +0% | +$79 | 0.14% | 28 |
|
|
2022
Q1 | $274K | Buy |
6,213
+2
| +0% | +$88 | 0.13% | 26 |
|
|
2021
Q4 | $316K | Buy |
6,211
+1
| +0% | +$51 | 0.14% | 27 |
|
|
2021
Q3 | $285K | Buy |
6,210
+2
| +0% | +$92 | 0.13% | 26 |
|
|
2021
Q2 | $305K | Buy |
+6,208
| New | +$305K | 0.14% | 22 |
|
|
2020
Q1 | $166K | Sell |
6,179
-555
| -8% | -$14.9K | 0.15% | 25 |
|
|
2019
Q4 | $236K | Buy |
+6,734
| New | +$236K | 0.08% | 44 |
|
|
2019
Q2 | $173K | Hold |
5,624
| – | – | 0.06% | 48 |
|
|
2019
Q1 | $173K | Buy |
5,624
+2,812
| +100% | +$86.5K | 0.06% | 48 |
|
|
2018
Q4 | $162K | Buy |
+2,812
| New | +$162K | 0.06% | 171 |
|