Clearstead Advisors’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	$287K	Buy	26,448 +1,182	+5%	+$12.8K	﹤0.01%	777
2025 Q1	$247K	Sell	25,266 -68	-0.3%	-$664	﹤0.01%	759
2024 Q4	$295K	Hold	25,334	–	–	﹤0.01%	726
2024 Q3	$309K	Sell	25,334 -13	-0.1%	-$158	﹤0.01%	716
2024 Q2	$266K	Buy	+25,347	New	+$266K	﹤0.01%	723