Allworth Financial’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
2,821
+6
| +0.2% | +$230 | ﹤0.01% | 1490 |
|
|
2025
Q1 | $103K | Buy |
2,815
+87
| +3% | +$3.18K | ﹤0.01% | 1214 |
|
|
2024
Q4 | $109K | Buy |
2,728
+1,991
| +270% | +$79.7K | ﹤0.01% | 1219 |
|
|
2024
Q3 | $27.4K | Hold |
737
| – | – | ﹤0.01% | 1714 |
|
|
2024
Q2 | $28.5K | Buy |
737
+10
| +1% | +$387 | ﹤0.01% | 1653 |
|
|
2024
Q1 | $25.4K | Buy |
727
+599
| +468% | +$20.9K | ﹤0.01% | 1632 |
|
|
2023
Q4 | $4.75K | Buy |
128
+40
| +45% | +$1.48K | ﹤0.01% | 2294 |
|
|
2023
Q3 | $2.45K | Buy |
88
+7
| +9% | +$195 | ﹤0.01% | 2447 |
|
|
2023
Q2 | $2.29K | Buy |
+81
| New | +$2.29K | ﹤0.01% | 2426 |
|
|
2023
Q1 | – | Sell |
-65
| Closed | -$2.67K | – | 3237 |
|
|
2022
Q4 | $2.67K | Buy |
65
+62
| +2,067% | +$2.55K | ﹤0.01% | 2132 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2807 |
|
|
2022
Q2 | – | Sell |
-618
| Closed | -$26K | – | 2527 |
|
|
2022
Q1 | $26K | Buy |
618
+606
| +5,050% | +$25.5K | ﹤0.01% | 1139 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1814 |
|