Chicago Partners Investment Group’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 | $986K | Buy |
23,902
+252
| +1% | +$10.4K | 0.03% | 403 |
|
|
2025
Q1 | $879K | Buy |
23,650
+351
| +2% | +$13K | 0.03% | 384 |
|
|
2024
Q4 | $902K | Buy |
23,299
+197
| +0.9% | +$7.63K | 0.03% | 370 |
|
|
2024
Q3 | $863K | Buy |
23,102
+209
| +0.9% | +$7.81K | 0.03% | 361 |
|
|
2024
Q2 | $925K | Buy |
22,893
+251
| +1% | +$10.1K | 0.04% | 338 |
|
|
2024
Q1 | $786K | Buy |
22,642
+175
| +0.8% | +$6.08K | 0.03% | 357 |
|
|
2023
Q4 | $808K | Buy |
22,467
+155
| +0.7% | +$5.57K | 0.04% | 335 |
|
|
2023
Q3 | $596K | Buy |
22,312
+197
| +0.9% | +$5.26K | 0.03% | 367 |
|
|
2023
Q2 | $711K | Buy |
22,115
+196
| +0.9% | +$6.3K | 0.04% | 341 |
|
|
2023
Q1 | $660K | Buy |
21,919
+144
| +0.7% | +$4.33K | 0.04% | 329 |
|
|
2022
Q4 | $944K | Sell |
21,775
-2,293
| -10% | -$99.4K | 0.06% | 276 |
|
|
2022
Q3 | $1.07M | Buy |
24,068
+7,603
| +46% | +$337K | 0.08% | 229 |
|
|
2022
Q2 | $684K | Buy |
16,465
+142
| +0.9% | +$5.9K | 0.05% | 283 |
|
|
2022
Q1 | $640K | Buy |
16,323
+257
| +2% | +$10.1K | 0.05% | 268 |
|
|
2021
Q4 | $691K | Buy |
16,066
+477
| +3% | +$20.5K | 0.05% | 286 |
|
|
2021
Q3 | $668K | Sell |
15,589
-2,331
| -13% | -$99.9K | 0.05% | 292 |
|
|
2021
Q2 | $721K | Buy |
17,920
+106
| +0.6% | +$4.27K | 0.05% | 262 |
|
|
2021
Q1 | $840K | Sell |
17,814
-307
| -2% | -$14.5K | 0.07% | 227 |
|
|
2020
Q4 | $730K | Buy |
18,121
+109
| +0.6% | +$4.39K | 0.07% | 215 |
|
|
2020
Q3 | $497K | Buy |
18,012
+165
| +0.9% | +$4.55K | 0.06% | 234 |
|
|
2020
Q2 | $439K | Buy |
17,847
+147
| +0.8% | +$3.62K | 0.05% | 234 |
|
|
2020
Q1 | $466K | Buy |
17,700
+155
| +0.9% | +$4.08K | 0.07% | 202 |
|
|
2019
Q4 | $732K | Buy |
17,545
+90
| +0.5% | +$3.76K | 0.09% | 168 |
|
|
2019
Q3 | $663K | Buy |
17,455
+2,937
| +20% | +$112K | 0.09% | 166 |
|
|
2019
Q2 | $538K | Buy |
14,518
+104
| +0.7% | +$3.85K | 0.08% | 179 |
|
|
2019
Q1 | $553K | Buy |
14,414
+78
| +0.5% | +$2.99K | 0.08% | 169 |
|
|
2018
Q4 | $529K | Buy |
14,336
+95
| +0.7% | +$3.51K | 0.08% | 180 |
|
|
2018
Q3 | $604K | Buy |
14,241
+65
| +0.5% | +$2.76K | 0.09% | 167 |
|
|
2018
Q2 | $658K | Buy |
14,176
+67
| +0.5% | +$3.11K | 0.1% | 148 |
|
|
2018
Q1 | $588K | Buy |
14,109
+57
| +0.4% | +$2.38K | 0.1% | 140 |
|
|
2017
Q4 | $591K | Buy |
14,052
+57
| +0.4% | +$2.4K | 0.1% | 141 |
|
|
2017
Q3 | $601K | Buy |
13,995
+65
| +0.5% | +$2.79K | 0.1% | 138 |
|
|
2017
Q2 | $559K | Buy |
+13,930
| New | +$559K | 0.15% | 107 |
|