Toth Financial Advisory’s John Marshall Bancorp JMSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.33M | Sell |
336,253
-32,368
| -9% | -$686K | 0.72% | 53 |
|
|
2026
Q1 | $7.48M | Sell |
368,621
-5,858
| -2% | -$117K | 0.82% | 46 |
|
|
2025
Q4 | $7.49M | Sell |
374,479
-16,268
| -4% | -$320K | 0.81% | 46 |
|
|
2025
Q3 | $7.74M | Sell |
390,747
-12,141
| -3% | -$237K | 0.84% | 43 |
|
|
2025
Q2 | $7.47M | Sell |
402,888
-13,656
| -3% | -$230K | 0.87% | 39 |
|
|
2025
Q1 | $6.88M | Sell |
416,544
-18,210
| -4% | -$337K | 0.83% | 44 |
|
|
2024
Q4 | $8.73M | Sell |
434,754
-8,763
| -2% | -$192K | 1.03% | 32 |
|
|
2024
Q3 | $8.77M | Sell |
443,517
-26,837
| -6% | -$502K | 1.04% | 32 |
|
|
2024
Q2 | $8.2M | Buy |
470,354
+21,160
| +5% | +$360K | 1.04% | 32 |
|
|
2024
Q1 | $8.05M | Sell |
449,194
-35,450
| -7% | -$669K | 1.01% | 33 |
|
|
2023
Q4 | $10.9M | Buy |
484,644
+61,315
| +14% | +$1.18M | 1.48% | 14 |
|
|
2023
Q3 | $7.56M | Sell |
423,329
-6,833
| -2% | -$128K | 1.15% | 28 |
|
|
2023
Q2 | $8.64M | Sell |
430,162
-4,781
| -1% | -$95.2K | 1.25% | 23 |
|
|
2023
Q1 | $9.39M | Sell |
434,943
-13,013
| -3% | -$323K | 1.47% | 14 |
|
|
2022
Q4 | $12.9M | Sell |
447,956
-19,870
| -4% | -$554K | 2.09% | 6 |
|
|
2022
Q3 | $11.5M | Buy |
467,826
+35,638
| +8% | +$903K | 2.08% | 7 |
|
|
2022
Q2 | $9.74M | Buy |
+432,188
| New | +$11.2M | 1.7% | 12 |
|