SFWA
Summit Financial Wealth Advisors’s Business First Bancshares BFST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,334
| Closed | -$203K | – | 136 |
|
|
2022
Q1 | $203K | Hold |
8,334
| – | – | 0.04% | 122 |
|
|
2021
Q4 | $237K | Buy |
+8,334
| New | +$237K | 0.05% | 120 |
|
|
2020
Q1 | – | Sell |
-8,334
| Closed | -$205K | – | 122 |
|
|
2019
Q4 | $205K | Sell |
8,334
-59,000
| -88% | -$1.45M | 0.05% | 129 |
|
|
2019
Q3 | $1.63M | Hold |
67,334
| – | – | 0.4% | 53 |
|
|
2019
Q2 | $1.71M | Hold |
67,334
| – | – | 0.42% | 57 |
|
|
2019
Q1 | $1.62M | Hold |
67,334
| – | – | 0.43% | 55 |
|
|
2018
Q4 | $1.63M | Hold |
67,334
| – | – | 0.53% | 50 |
|
|
2018
Q3 | $1.73M | Buy |
+67,334
| New | +$1.73M | 0.52% | 52 |
|