Carson Wealth (CWM LLC)’s Primis Financial Corp FRST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Buy |
3,140
+47
| +2% | +$509 | ﹤0.01% | 3551 |
|
|
2025
Q1 | $30K | Sell |
3,093
-53
| -2% | -$514 | ﹤0.01% | 3377 |
|
|
2024
Q4 | $37K | Sell |
3,146
-182
| -5% | -$2.14K | ﹤0.01% | 3002 |
|
|
2024
Q3 | $41K | Buy |
3,328
+1,590
| +91% | +$19.6K | ﹤0.01% | 2837 |
|
|
2024
Q2 | $18K | Buy |
1,738
+1,229
| +241% | +$12.7K | ﹤0.01% | 3174 |
|
|
2024
Q1 | $6K | Buy |
509
+43
| +9% | +$507 | ﹤0.01% | 3571 |
|
|
2023
Q4 | $6K | Hold |
466
| – | – | ﹤0.01% | 3414 |
|
|
2023
Q3 | $4K | Hold |
466
| – | – | ﹤0.01% | 3555 |
|
|
2023
Q2 | $4K | Buy |
+466
| New | +$4K | ﹤0.01% | 3518 |
|