Lindbrook Capital’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
Q1 | $7.74K | Hold |
229
| – | – | ﹤0.01% | 1765 |
|
|
2024
Q4 | $8.02K | Hold |
229
| – | – | ﹤0.01% | 1770 |
|
|
2024
Q3 | $7.36K | Hold |
229
| – | – | ﹤0.01% | 1832 |
|
|
2024
Q2 | $5.95K | Buy |
+229
| New | +$5.95K | ﹤0.01% | 1911 |
|
|
2024
Q1 | – | Sell |
-296
| Closed | -$8.68K | – | 2772 |
|
|
2023
Q4 | $8.68K | Hold |
296
| – | – | ﹤0.01% | 1618 |
|
|
2023
Q3 | $7.98K | Sell |
296
-27
| -8% | -$728 | ﹤0.01% | 1526 |
|
|
2023
Q2 | $8.35K | Buy |
323
+241
| +294% | +$6.23K | ﹤0.01% | 1577 |
|
|
2023
Q1 | $2.12K | Sell |
82
-75
| -48% | -$1.94K | ﹤0.01% | 2221 |
|
|
2022
Q4 | $5.03K | Sell |
157
-80
| -34% | -$2.56K | ﹤0.01% | 1824 |
|
|
2022
Q3 | $7K | Buy |
237
+173
| +270% | +$5.11K | ﹤0.01% | 1526 |
|
|
2022
Q2 | $2K | Buy |
64
+16
| +33% | +$500 | ﹤0.01% | 2087 |
|
|
2022
Q1 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 2116 |
|