Meridian Financial Partners’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
Q2 | $1.07M | Hold |
57,619
| – | – | 0.5% | 47 |
|
|
2025
Q1 | $952K | Hold |
57,619
| – | – | 0.48% | 46 |
|
|
2024
Q4 | $1.16M | Sell |
57,619
-4,800
| -8% | -$96.4K | 0.61% | 42 |
|
|
2024
Q3 | $1.24M | Sell |
62,419
-2,511
| -4% | -$49.7K | 0.62% | 38 |
|
|
2024
Q2 | $1.23M | Hold |
64,930
| – | – | 0.73% | 34 |
|
|
2024
Q1 | $1.06M | Hold |
64,930
| – | – | 1.36% | 21 |
|
|
2023
Q4 | $1.33M | Sell |
64,930
-6,777
| -9% | -$139K | 1.36% | 19 |
|
|
2023
Q3 | $1.25M | Hold |
71,707
| – | – | 1.28% | 17 |
|
|
2023
Q2 | $1.43M | Hold |
71,707
| – | – | 0.86% | 27 |
|
|
2023
Q1 | $1.56M | Hold |
71,707
| – | – | 1.77% | 13 |
|
|
2022
Q4 | $1.79M | Hold |
71,707
| – | – | 2.01% | 13 |
|
|
2022
Q3 | $1.85M | Hold |
71,707
| – | – | 2.62% | 10 |
|
|
2022
Q2 | $1.89M | Buy |
+71,707
| New | +$1.89M | 1.28% | 20 |
|