Charles Schwab’s Primis Financial Corp FRST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Sell |
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|
2025
Q1 | $625K | Buy |
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|
2024
Q4 | $692K | Buy |
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|
2024
Q3 | $723K | Buy |
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|
2024
Q2 | $593K | Hold |
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|
2024
Q1 | $689K | Hold |
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|
2023
Q4 | $717K | Hold |
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|
2023
Q3 | $461K | Hold |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $595K | Buy |
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|
2022
Q4 | $713K | Buy |
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|
2022
Q3 | $716K | Sell |
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|
2022
Q2 | $804K | Sell |
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|
2022
Q1 | $904K | Buy |
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|
2021
Q4 | $946K | Buy |
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|
2021
Q3 | $828K | Sell |
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|
2021
Q2 | $884K | Buy |
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|
2021
Q1 | $703K | Buy |
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|
2020
Q4 | $579K | Hold |
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|
2020
Q3 | $415K | Sell |
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|
2020
Q2 | $487K | Buy |
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|
2020
Q1 | $474K | Sell |
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|
2019
Q4 | $810K | Buy |
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|
2019
Q3 | $737K | Hold |
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|
2019
Q2 | $733K | Buy |
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|
2019
Q1 | $678K | Hold |
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|
2018
Q4 | $612K | Buy |
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|
2018
Q3 | $699K | Buy |
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|
2018
Q2 | $749K | Buy |
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|
2018
Q1 | $663K | Hold |
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|
2017
Q4 | $671K | Buy |
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|
2017
Q3 | $597K | Buy |
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|
2017
Q2 | $277K | Hold |
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|
2017
Q1 | $266K | Hold |
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|
2016
Q4 | $257K | Hold |
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|
2016
Q3 | $205K | Hold |
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|
2016
Q2 | $191K | Buy |
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