Stifel Financial’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 |
-22,721
| Closed | -$768K | – | 3608 |
|
|
2025
Q1 | $768K | Buy |
22,721
+1,448
| +7% | +$49K | ﹤0.01% | 2400 |
|
|
2024
Q4 | $745K | Buy |
21,273
+1,055
| +5% | +$36.9K | ﹤0.01% | 2436 |
|
|
2024
Q3 | $650K | Buy |
20,218
+11,048
| +120% | +$355K | ﹤0.01% | 2509 |
|
|
2024
Q2 | $238K | Sell |
9,170
-238
| -3% | -$6.18K | ﹤0.01% | 3028 |
|
|
2024
Q1 | $244K | Buy |
+9,408
| New | +$244K | ﹤0.01% | 3012 |
|