Principal Financial Group’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
Q1 | – | Sell |
-28,944
| Closed | -$1.01M | – | 2228 |
|
|
2024
Q4 | $1.01M | Buy |
28,944
+2,624
| +10% | +$91.8K | ﹤0.01% | 1871 |
|
|
2024
Q3 | $846K | Buy |
+26,320
| New | +$846K | ﹤0.01% | 1874 |
|
|
2024
Q1 | – | Sell |
-14,370
| Closed | -$421K | – | 2511 |
|
|
2023
Q4 | $421K | Buy |
14,370
+2,167
| +18% | +$63.6K | ﹤0.01% | 1989 |
|
|
2023
Q3 | $329K | Buy |
12,203
+4,014
| +49% | +$108K | ﹤0.01% | 2035 |
|
|
2023
Q2 | $212K | Sell |
8,189
-4,219
| -34% | -$109K | ﹤0.01% | 2168 |
|
|
2023
Q1 | $320K | Buy |
12,408
+107
| +0.9% | +$2.76K | ﹤0.01% | 2069 |
|
|
2022
Q4 | $394K | Buy |
+12,301
| New | +$394K | ﹤0.01% | 2032 |
|
|
2022
Q3 | – | Sell |
-13,117
| Closed | -$375K | – | 2587 |
|
|
2022
Q2 | $375K | Sell |
13,117
-3,836
| -23% | -$110K | ﹤0.01% | 2128 |
|
|
2022
Q1 | $571K | Sell |
16,953
-8,568
| -34% | -$289K | ﹤0.01% | 2086 |
|
|
2021
Q4 | $986K | Buy |
+25,521
| New | +$986K | ﹤0.01% | 1984 |
|
|
2020
Q4 | – | Sell |
-22,075
| Closed | -$463K | – | 2467 |
|
|
2020
Q3 | $463K | Buy |
22,075
+10,437
| +90% | +$219K | ﹤0.01% | 2035 |
|
|
2020
Q2 | $262K | Buy |
+11,638
| New | +$262K | ﹤0.01% | 2117 |
|