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John Marshall Ban shares owned by Halpern Financial

Quarter-by-quarter ownership of John Marshall Ban (JMSB) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in John Marshall Ban

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All positions including John Marshall Ban held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in John Marshall Ban by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $883k 50k 17.76
2023-12-31 $1.0M 50k 21.00
2023-09-30 $888k 50k 17.85
2023-06-30 $999k 50k 20.09
2023-03-31 $1.1M 50k 21.60
2022-12-31 $1.4M 50k 28.78
2022-09-30 $1.2M 50k 24.56
2022-06-30 $1.1M 50k 22.54
2022-03-31 $1.1M 50k 21.90
2021-12-31 $990k 50k 19.90
2021-09-30 $903k 50k 18.15
2021-06-30 $522k 30k 17.55
2021-03-31 $511k 30k 17.20
2020-12-31 $425k 30k 14.30
2020-09-30 $318k 30k 10.70
2020-06-30 $328k 30k 11.02
2020-03-31 $327k 30k 11.01
2019-12-31 $491k 30k 16.50