Advisory Research’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.62M | Sell |
67,634
-805
| -1% | -$31.4K | 0.32% | 61 |
|
|
2025
Q4 | $2.57M | Sell |
68,439
-3,909
| -5% | -$145K | 0.32% | 61 |
|
|
2025
Q3 | $2.73M | Sell |
72,348
-3,090
| -4% | -$123K | 0.36% | 60 |
|
|
2025
Q2 | $2.89M | Sell |
75,438
-3,870
| -5% | -$143K | 0.44% | 50 |
|
|
2025
Q1 | $3.21M | Sell |
79,308
-207
| -0.3% | -$8.62K | 0.57% | 42 |
|
|
2024
Q4 | $3.17M | Sell |
79,515
-135
| -0.2% | -$5.46K | 0.53% | 45 |
|
|
2024
Q3 | $2.96M | Buy |
79,650
+28,050
| +54% | +$1.04M | 0.53% | 50 |
|
|
2024
Q2 | $1.72M | Buy |
51,600
+5
| +0% | +$167 | 0.32% | 76 |
|
|
2024
Q1 | $1.8M | Buy |
51,595
+5,420
| +12% | +$186K | 0.36% | 70 |
|
|
2023
Q4 | $1.71M | Sell |
46,175
-9,465
| -17% | -$293K | 0.26% | 99 |
|
|
2023
Q3 | $1.55M | Sell |
55,640
-195
| -0.3% | -$5.84K | 0.21% | 133 |
|
|
2023
Q2 | $1.58M | Buy |
55,835
+2,775
| +5% | +$78.7K | 0.2% | 147 |
|
|
2023
Q1 | $1.75M | Sell |
53,060
-1,200
| -2% | -$47.5K | 0.29% | 84 |
|
|
2022
Q4 | $2.23M | Sell |
54,260
-2,919
| -5% | -$123K | 0.21% | 75 |
|
|
2022
Q3 | $2.21M | Sell |
57,179
-500
| -0.9% | -$19.8K | 0.22% | 79 |
|
|
2022
Q2 | $2.06M | Buy |
57,679
+5,495
| +11% | +$216K | 0.2% | 84 |
|
|
2022
Q1 | $2.17M | Buy |
52,184
+7,795
| +18% | +$338K | 0.17% | 93 |
|
|
2021
Q4 | $1.86M | Sell |
44,389
-145,635
| -77% | -$6.1M | 0.15% | 127 |
|
|
2021
Q3 | $7.95M | Sell |
190,024
-16,975
| -8% | -$690K | 0.51% | 58 |
|
|
2021
Q2 | $8.63M | Sell |
206,999
-17,295
| -8% | -$789K | 0.57% | 56 |
|
|
2021
Q1 | $10.4M | Sell |
224,294
-6,361
| -3% | -$274K | 0.73% | 47 |
|
|
2020
Q4 | $8.63M | Buy |
+230,655
| New | +$7.16M | 0.63% | 59 |
|
Other funds holding FRME
VPM
VCM
N
