LPL Financial’s The First Bancshares, Inc. FBMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q3 | $610K | Buy |
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $982K | Sell |
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|
2023
Q3 | $915K | Buy |
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|
2023
Q2 | $866K | Buy |
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|
2023
Q1 | $536K | Buy |
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|
2022
Q4 | $509K | Buy |
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|
2022
Q3 | $469K | Hold |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $445K | Buy |
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|
2021
Q4 | $458K | Buy |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $342K | Buy |
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|
2021
Q1 | $316K | Sell |
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|
2020
Q4 | $274K | Buy |
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