A detailed history of Toth Financial Advisory Corp transactions in John Marshall Bancorp, Inc. stock. As of the latest transaction made, Toth Financial Advisory Corp holds 443,517 shares of JMSB stock, worth $9.2 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
443,517
Previous 470,354 5.71%
Holding current value
$9.2 Million
Previous $8.2 Million 6.95%
% of portfolio
1.06%
Previous 1.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$16.4 - $20.08 $440,126 - $538,886
-26,837 Reduced 5.71%
443,517 $8.77 Million
Q2 2024

Jul 16, 2024

BUY
$15.51 - $17.77 $328,191 - $376,013
21,160 Added 4.71%
470,354 $8.2 Million
Q1 2024

Apr 16, 2024

SELL
$17.12 - $22.89 $606,904 - $811,450
-35,450 Reduced 7.31%
449,194 $8.05 Million
Q4 2023

Jan 26, 2024

BUY
$15.65 - $24.49 $959,579 - $1.5 Million
61,315 Added 14.48%
484,644 $10.9 Million
Q3 2023

Oct 12, 2023

SELL
$17.22 - $20.9 $117,664 - $142,809
-6,833 Reduced 1.59%
423,329 $7.56 Million
Q2 2023

Jul 24, 2023

SELL
$16.23 - $22.73 $77,595 - $108,672
-4,781 Reduced 1.1%
430,162 $8.64 Million
Q1 2023

Apr 24, 2023

SELL
$19.96 - $27.7 $259,739 - $360,460
-13,013 Reduced 2.9%
434,943 $9.39 Million
Q4 2022

Jan 24, 2023

SELL
$24.87 - $29.65 $494,166 - $589,145
-19,870 Reduced 4.25%
447,956 $0
Q3 2022

Oct 14, 2022

BUY
$22.19 - $27.99 $790,807 - $997,507
35,638 Added 8.25%
467,826 $11.5 Million
Q2 2022

Jul 25, 2022

BUY
$21.8 - $29.36 $9.42 Million - $12.7 Million
432,188 New
432,188 $9.74 Million
Q4 2017

Feb 06, 2018

SELL
$17.8 - $18.45 $4.94 Million - $5.12 Million
-277,306 Closed
0 $0
Q3 2017

Oct 11, 2017

BUY
$17.28 - $22.1 $4.79 Million - $6.13 Million
277,306
277,306 $5.1 Million

Others Institutions Holding JMSB

About John Marshall Bancorp, Inc.


  • Ticker JMSB
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 14,070,100
  • Market Cap $292M
  • Description
  • John Marshall Bancorp, Inc. operates as the bank holding company for John Marshall Bank that provides banking products and financial services. The company accepts checking, demand, NOW, savings, and money market accounts, as well as certificates of deposit. It offers commercial, construction and development, commercial term, mortgage, commercial...
More about JMSB
Track This Portfolio

Track Toth Financial Advisory Corp Portfolio

Follow Toth Financial Advisory Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Toth Financial Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Toth Financial Advisory Corp with notifications on news.