Nisa Investment Advisors’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
Q2 | – | Sell |
-420
| Closed | -$14.2K | – | 3131 |
|
2025
Q1 | $14.2K | Buy |
420
+400
| +2,000% | +$13.5K | ﹤0.01% | 2013 |
|
2024
Q4 | $700 | Hold |
20
| – | – | ﹤0.01% | 2752 |
|
2024
Q3 | $643 | Hold |
20
| – | – | ﹤0.01% | 2675 |
|
2024
Q2 | $520 | Buy |
+20
| New | +$520 | ﹤0.01% | 2675 |
|
2023
Q2 | – | Sell |
-39
| Closed | -$1K | – | 2880 |
|
2023
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 2488 |
|
2022
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 2540 |
|
2022
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 2541 |
|
2020
Q1 | – | Sell |
-840
| Closed | -$30K | – | 2144 |
|
2019
Q4 | $30K | Buy |
840
+640
| +320% | +$22.9K | ﹤0.01% | 1624 |
|
2019
Q3 | $6K | Sell |
200
-100
| -33% | -$3K | ﹤0.01% | 1883 |
|
2019
Q2 | $9K | Sell |
300
-285
| -49% | -$8.55K | ﹤0.01% | 1792 |
|
2019
Q1 | $18K | Buy |
585
+200
| +52% | +$6.15K | ﹤0.01% | 1634 |
|
2018
Q4 | $12K | Hold |
385
| – | – | ﹤0.01% | 1610 |
|
2018
Q3 | $15K | Sell |
385
-20
| -5% | -$779 | ﹤0.01% | 1607 |
|
2018
Q2 | $15K | Sell |
405
-20
| -5% | -$741 | ﹤0.01% | 1603 |
|
2018
Q1 | $14K | Buy |
+425
| New | +$14K | ﹤0.01% | 1559 |
|