Clearstead Advisors’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	$218K	Buy	5,688 +240	+4%	+$9.19K	﹤0.01%	867
2025 Q1	$220K	Sell	5,448 -680	-11%	-$27.5K	﹤0.01%	803
2024 Q4	$244K	Hold	6,128	–	–	﹤0.01%	792
2024 Q3	$228K	Hold	6,128	–	–	﹤0.01%	811
2024 Q2	$204K	Buy	+6,128	New	+$204K	﹤0.01%	815