Steele Capital Management’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 |
-34,000
| Closed | -$1.15M | – | 82 |
|
|
2025
Q1 | $1.15M | Sell |
34,000
-2,500
| -7% | -$84.5K | 0.06% | 65 |
|
|
2024
Q4 | $1.28M | Hold |
36,500
| – | – | 0.07% | 59 |
|
|
2024
Q3 | $1.17M | Sell |
36,500
-24,398
| -40% | -$784K | 0.06% | 61 |
|
|
2024
Q2 | $1.58M | Hold |
60,898
| – | – | 0.09% | 56 |
|
|
2024
Q1 | $1.58M | Sell |
60,898
-75
| -0.1% | -$1.95K | 0.09% | 57 |
|
|
2023
Q4 | $1.79M | Buy |
+60,973
| New | +$1.79M | 0.12% | 50 |
|