Montz Harcus Wealth Management’s Business First Bancshares BFST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Buy |
39,861
+239
| +0.6% | +$5.89K | 0.47% | 24 |
|
|
2025
Q1 | $965K | Buy |
39,622
+209
| +0.5% | +$5.09K | 0.53% | 24 |
|
|
2024
Q4 | $1.01M | Buy |
39,413
+195
| +0.5% | +$5.01K | 0.57% | 23 |
|
|
2024
Q3 | $1.01M | Buy |
39,218
+226
| +0.6% | +$5.8K | 0.59% | 23 |
|
|
2024
Q2 | $848K | Buy |
38,992
+254
| +0.7% | +$5.53K | 0.55% | 23 |
|
|
2024
Q1 | $863K | Buy |
38,738
+242
| +0.6% | +$5.39K | 0.58% | 23 |
|
|
2023
Q4 | $949K | Buy |
38,496
+262
| +0.7% | +$6.46K | 0.72% | 21 |
|
|
2023
Q3 | $717K | Buy |
38,234
+225
| +0.6% | +$4.22K | 0.61% | 22 |
|
|
2023
Q2 | $573K | Buy |
38,009
+308
| +0.8% | +$4.64K | 0.47% | 24 |
|
|
2023
Q1 | $646K | Buy |
37,701
+216
| +0.6% | +$3.7K | 0.6% | 23 |
|
|
2022
Q4 | $830K | Buy |
37,485
+196
| +0.5% | +$4.34K | 0.82% | 19 |
|
|
2022
Q3 | $803K | Buy |
37,289
+187
| +0.5% | +$4.03K | 0.88% | 17 |
|
|
2022
Q2 | $791K | Buy |
37,102
+202
| +0.5% | +$4.31K | 0.83% | 18 |
|
|
2022
Q1 | $898K | Buy |
36,900
+164
| +0.4% | +$3.99K | 0.81% | 20 |
|
|
2021
Q4 | $1.04M | Buy |
+36,736
| New | +$1.04M | 0.91% | 17 |
|