TFA
Toth Financial Advisory’s John Marshall Bancorp JMSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Sell |
402,888
-13,656
| -3% | -$253K | 0.87% | 39 |
|
|
2025
Q1 | $6.88M | Sell |
416,544
-18,210
| -4% | -$301K | 0.83% | 44 |
|
|
2024
Q4 | $8.73M | Sell |
434,754
-8,763
| -2% | -$176K | 1.03% | 32 |
|
|
2024
Q3 | $8.77M | Sell |
443,517
-26,837
| -6% | -$531K | 1.04% | 32 |
|
|
2024
Q2 | $8.2M | Buy |
470,354
+21,160
| +5% | +$369K | 1.04% | 32 |
|
|
2024
Q1 | $8.05M | Sell |
449,194
-35,450
| -7% | -$635K | 1.01% | 33 |
|
|
2023
Q4 | $10.9M | Buy |
484,644
+61,315
| +14% | +$1.38M | 1.48% | 14 |
|
|
2023
Q3 | $7.56M | Sell |
423,329
-6,833
| -2% | -$122K | 1.15% | 28 |
|
|
2023
Q2 | $8.64M | Sell |
430,162
-4,781
| -1% | -$96.1K | 1.25% | 23 |
|
|
2023
Q1 | $9.39M | Sell |
434,943
-13,013
| -3% | -$281K | 1.47% | 14 |
|
|
2022
Q4 | $12.9M | Sell |
447,956
-19,870
| -4% | -$572K | 2.09% | 6 |
|
|
2022
Q3 | $11.5M | Buy |
467,826
+35,638
| +8% | +$875K | 2.08% | 7 |
|
|
2022
Q2 | $9.74M | Buy |
+432,188
| New | +$9.74M | 1.7% | 12 |
|
|
2017
Q4 | – | Sell |
-277,306
| Closed | -$5.1M | – | 435 |
|
|
2017
Q3 | $5.1M | Buy |
277,306
+58,078
| +26% | +$1.07M | 1.29% | 30 |
|
|
2017
Q2 | $4.54M | Buy |
219,228
+19,659
| +10% | +$407K | 1.19% | 34 |
|
|
2017
Q1 | $4.34M | Buy |
+199,569
| New | +$4.34M | 1.15% | 33 |
|