FBMS
LPL Financial’s The First Bancshares, Inc. FBMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,286
| Closed | -$382K | – | 5531 |
|
|
2025
Q1 | $382K | Sell |
11,286
-8,232
| -42% | -$278K | ﹤0.01% | 4318 |
|
|
2024
Q4 | $683K | Buy |
19,518
+521
| +3% | +$18.2K | ﹤0.01% | 3776 |
|
|
2024
Q3 | $610K | Buy |
18,997
+5,805
| +44% | +$187K | ﹤0.01% | 3773 |
|
|
2024
Q2 | $343K | Sell |
13,192
-6,376
| -33% | -$166K | ﹤0.01% | 4093 |
|
|
2024
Q1 | $508K | Sell |
19,568
-13,900
| -42% | -$361K | ﹤0.01% | 3717 |
|
|
2023
Q4 | $982K | Sell |
33,468
-469
| -1% | -$13.8K | ﹤0.01% | 3040 |
|
|
2023
Q3 | $915K | Buy |
33,937
+409
| +1% | +$11K | ﹤0.01% | 2949 |
|
|
2023
Q2 | $866K | Buy |
33,528
+12,770
| +62% | +$330K | ﹤0.01% | 2940 |
|
|
2023
Q1 | $536K | Buy |
20,758
+4,863
| +31% | +$126K | ﹤0.01% | 3253 |
|
|
2022
Q4 | $509K | Buy |
15,895
+200
| +1% | +$6.4K | ﹤0.01% | 3215 |
|
|
2022
Q3 | $469K | Hold |
15,695
| – | – | ﹤0.01% | 3197 |
|
|
2022
Q2 | $449K | Buy |
15,695
+2,477
| +19% | +$70.9K | ﹤0.01% | 3283 |
|
|
2022
Q1 | $445K | Buy |
13,218
+1,367
| +12% | +$46K | ﹤0.01% | 3281 |
|
|
2021
Q4 | $458K | Buy |
11,851
+2,702
| +30% | +$104K | ﹤0.01% | 3341 |
|
|
2021
Q3 | $355K | Hold |
9,149
| – | – | ﹤0.01% | 3497 |
|
|
2021
Q2 | $342K | Buy |
9,149
+523
| +6% | +$19.6K | ﹤0.01% | 3476 |
|
|
2021
Q1 | $316K | Sell |
8,626
-250
| -3% | -$9.16K | ﹤0.01% | 3422 |
|
|
2020
Q4 | $274K | Buy |
+8,876
| New | +$274K | ﹤0.01% | 3267 |
|