Current Value of Holding

$264k

Shares

4.1k

% of Portfolio

0.00%

Average Buy Price

$44.5

Avg closing price
Price range

9 Jim Simons First Capital Trades

Jim Simons's position in First Capital is currently worth $264k. That's 0.00% of their equity portfolio (2606th largest holding). The first First Capital trade was made in Q2 2019. Since then Jim Simons bought shares three more times and sold shares on five occasions. The stake costed the investor $182k, netting the investor a gain of 45% so far.

Avg closing price
Price range
Sold 14.6% shares (-700 shares) Q2 2026
Avg closing price $57.58
Price range $50.06 - $66.14
Sold 4.0% shares (-200 shares) Q1 2026
Avg closing price $51.90
Price range $46.73 - $64.27
Sold 9.1% shares (-500 shares) Q4 2025
Avg closing price $49.43
Price range $38.89 - $69.70
Increased shares by 7.8% (+400 shares) Q3 2025
Avg closing price $40.70
Price range $35.10 - $45.96
New holding (+5.1k shares) Q2 2025
Avg closing price $44.75
Price range $37.95 - $51.67
Sold -3.2k shares Q1 2020
Avg closing price $65.26
Price range $49.49 - $74.99
Sold 57.3% shares (-4.3k shares) Q4 2019
Avg closing price $62.83
Price range $57.20 - $73.00
Increased shares by 56.3% (+2.7k shares) Q3 2019
Avg closing price $55.60
Price range $51.21 - $60.74
New holding (+4.8k shares) Q2 2019
Avg closing price $50.33
Price range $47.73 - $52.98

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