Allworth Financial’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
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|
2025
Q1 | $103K | Buy |
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|
2024
Q4 | $109K | Buy |
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|
2024
Q3 | $27.4K | Hold |
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|
2024
Q2 | $28.5K | Buy |
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|
2024
Q1 | $25.4K | Buy |
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|
2023
Q4 | $4.75K | Buy |
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|
2023
Q3 | $2.45K | Buy |
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|
2023
Q2 | $2.29K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.67K | Buy |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $1K | Buy |
|