Global Retirement Partners’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 Q4	$2.93K	Buy	211 +2	+1%	+$23	﹤0.01%	3606
2025 Q3	$2.2K	Buy	209 +2	+1%	+$22	﹤0.01%	3296
2025 Q2	$2.25K	Buy	+207	New	+$1.91K	﹤0.01%	3202
2024 Q4	$2.37K	Buy	203 +2	+1%	+$24	﹤0.01%	3008
2024 Q3	$2.45K	Buy	201 +1	+0.5%	+$12	﹤0.01%	2867
2024 Q2	$2.09K	Buy	200 +2	+1%	+$21	﹤0.01%	2950
2024 Q1	$2.41K	Buy	198 +2	+1%	+$25	﹤0.01%	2677
2023 Q4	$2.42K	Buy	196 +2	+1%	+$20	﹤0.01%	2601
2023 Q3	$1.53K	Buy	194 +2	+1%	+$18	﹤0.01%	2630
2023 Q2	$1.62K	Buy	192 +2	+1%	+$17	﹤0.01%	2621
2023 Q1	$1.45K	Buy	190 +2	+1%	+$23	﹤0.01%	2608
2022 Q4	$2.23K	Buy	188 +2	+1%	+$25	﹤0.01%	2317
2022 Q3	$2K	Buy	186 +1	+0.5%	+$13	﹤0.01%	2236
2022 Q2	$3K	Buy	185 +1	+0.5%	+$13	﹤0.01%	2055
2022 Q1	$2K	Buy	+184	New	+$2.72K	﹤0.01%	2179
2021 Q4	–	Sell	-181	Closed	-$3K	–	788
2021 Q3	$3K	Buy	181 +1	+0.6%	+$15	﹤0.01%	1750
2021 Q2	$3K	Buy	180 +1	+0.6%	+$15	﹤0.01%	1668
2021 Q1	$3K	Buy	179 +1	+0.6%	+$14	﹤0.01%	1583
2020 Q4	$2K	Buy	178 +2	+1%	+$22	﹤0.01%	1603
2020 Q3	$2K	Buy	+176	New	+$1.54K	﹤0.01%	1477