Lido Advisors’s John Marshall Bancorp JMSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,500
| Closed | -$251K | – | 1409 |
|
|
2024
Q4 | $251K | Buy |
+12,500
| New | +$251K | ﹤0.01% | 1182 |
|
|
2023
Q4 | – | Sell |
-12,500
| Closed | -$223K | – | 1197 |
|
|
2023
Q3 | $223K | Hold |
12,500
| – | – | ﹤0.01% | 930 |
|
|
2023
Q2 | $251K | Buy |
+12,500
| New | +$251K | ﹤0.01% | 911 |
|