Ritter Daniher Financial Advisory’s The First Bancshares, Inc. FBMS Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio FBMS Stock Details FBMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-202	Closed	-$6.83K	–	343
2025 Q1	$6.83K	Hold	202	–	–	﹤0.01%	262
2024 Q4	$7.07K	Hold	202	–	–	﹤0.01%	252
2024 Q3	$6.49K	Hold	202	–	–	﹤0.01%	258
2024 Q2	$5.25K	Hold	202	–	–	﹤0.01%	260
2024 Q1	$5.24K	Hold	202	–	–	﹤0.01%	250
2023 Q4	$5.92K	Hold	202	–	–	﹤0.01%	261
2023 Q3	$5.45K	Hold	202	–	–	﹤0.01%	265
2023 Q2	$5.22K	Hold	202	–	–	﹤0.01%	253
2023 Q1	$5.22K	Buy	+202	New	+$5.95K	﹤0.01%	232

Other funds holding FBMS

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ritter Daniher Financial Advisory's FBMS Position: Q2 2025 in Review

Ritter Daniher Financial Advisory sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 202 shares — an estimated $6.83K sold.

Ritter Daniher Financial Advisory first reported a position in FBMS in Q1 2023 and held it in 9 quarters. The position peaked at $7.07K in Q4 2024. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.

Ritter Daniher Financial Advisory reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 202 The First Bancshares, Inc. shares in Q2 2025, an estimated $6.83K.
Ritter Daniher Financial Advisory first reported a position in The First Bancshares, Inc. in Q1 2023 and held it in 9 quarters.
Ritter Daniher Financial Advisory's The First Bancshares, Inc. position peaked at $7.07K in Q4 2024.
1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.