Heritage Wealth 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
2023 Q4	–	Sell	-8,127	Closed	-$66.2K	–	576
2023 Q3	$66.2K	Sell	8,127 -2,313	-22%	-$18.9K	﹤0.01%	278
2023 Q2	$87.9K	Sell	10,440 -3,250	-24%	-$27.4K	﹤0.01%	266
2023 Q1	$132K	Sell	13,690 -5,000	-27%	-$48.2K	0.01%	237
2022 Q4	$221K	Buy	+18,690	New	+$221K	0.01%	199