Creative Planning’s Primis Financial Corp FRST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,395
| Closed | -$109K | – | 2830 |
|
|
2023
Q3 | $109K | Hold |
13,395
| – | – | ﹤0.01% | 2372 |
|
|
2023
Q2 | $113K | Buy |
13,395
+2,563
| +24% | +$21.6K | ﹤0.01% | 2313 |
|
|
2023
Q1 | $104K | Buy |
+10,832
| New | +$104K | ﹤0.01% | 2237 |
|
|
2017
Q3 | – | Sell |
-505
| Closed | -$9K | – | 2484 |
|
|
2017
Q2 | $9K | Buy |
+505
| New | +$9K | ﹤0.01% | 3636 |
|