CarsonAllaria Wealth Management’s First Mid Bancshares FMBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
6,410
+28
| +0.4% | +$1.05K | 0.13% | 56 |
|
|
2025
Q1 | $223K | Sell |
6,382
-3,568
| -36% | -$125K | 0.13% | 59 |
|
|
2024
Q4 | $366K | Buy |
9,950
+23
| +0.2% | +$847 | 0.21% | 41 |
|
|
2024
Q3 | $386K | Buy |
9,927
+2,285
| +30% | +$88.9K | 0.22% | 40 |
|
|
2024
Q2 | $251K | Buy |
7,642
+29
| +0.4% | +$954 | 0.15% | 54 |
|
|
2024
Q1 | $249K | Buy |
7,613
+30
| +0.4% | +$980 | 0.16% | 58 |
|
|
2023
Q4 | $263K | Buy |
7,583
+28
| +0.4% | +$971 | 0.19% | 52 |
|
|
2023
Q3 | $201K | Buy |
7,555
+32
| +0.4% | +$850 | 0.16% | 58 |
|
|
2023
Q2 | $182K | Buy |
7,523
+37
| +0.5% | +$893 | 0.14% | 70 |
|
|
2023
Q1 | $204K | Buy |
7,486
+3,892
| +108% | +$106K | 0.17% | 66 |
|
|
2022
Q4 | $115K | Hold |
3,594
| – | – | 0.1% | 81 |
|
|
2022
Q3 | $115K | Hold |
3,594
| – | – | 0.11% | 86 |
|
|
2022
Q2 | $128K | Hold |
3,594
| – | – | 0.12% | 84 |
|
|
2022
Q1 | $138K | Hold |
3,594
| – | – | 0.12% | 78 |
|
|
2021
Q4 | $154K | Buy |
+3,594
| New | +$154K | 0.14% | 80 |
|