HighTower 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 | $250K | Buy |
6,532
+15
| +0.2% | +$574 | ﹤0.01% | 3077 |
|
|
2025
Q1 | $264K | Sell |
6,517
-624
| -9% | -$25.2K | ﹤0.01% | 2956 |
|
|
2024
Q4 | $285K | Buy |
7,141
+269
| +4% | +$10.7K | ﹤0.01% | 2907 |
|
|
2024
Q3 | $255K | Sell |
6,872
-92
| -1% | -$3.41K | ﹤0.01% | 2930 |
|
|
2024
Q2 | $231K | Buy |
6,964
+99
| +1% | +$3.28K | ﹤0.01% | 2915 |
|
|
2024
Q1 | $240K | Buy |
+6,865
| New | +$240K | ﹤0.01% | 2844 |
|
|
2023
Q4 | – | Sell |
-7,180
| Closed | -$200K | – | 3405 |
|
|
2023
Q3 | $200K | Hold |
7,180
| – | – | ﹤0.01% | 2901 |
|
|
2023
Q2 | $203K | Buy |
+7,180
| New | +$203K | ﹤0.01% | 2841 |
|
|
2023
Q1 | – | Sell |
-5,049
| Closed | -$209K | – | 3179 |
|
|
2022
Q4 | $209K | Buy |
+5,049
| New | +$209K | ﹤0.01% | 2710 |
|
|
2022
Q2 | – | Sell |
-5,337
| Closed | -$221K | – | 3050 |
|
|
2022
Q1 | $221K | Buy |
5,337
+349
| +7% | +$14.5K | ﹤0.01% | 2731 |
|
|
2021
Q4 | $208K | Buy |
+4,988
| New | +$208K | ﹤0.01% | 2726 |
|
|
2021
Q3 | – | Sell |
-4,909
| Closed | -$205K | – | 3009 |
|
|
2021
Q2 | $205K | Buy |
4,909
+217
| +5% | +$9.06K | ﹤0.01% | 2636 |
|
|
2021
Q1 | $218K | Buy |
+4,692
| New | +$218K | ﹤0.01% | 2528 |
|
|
2020
Q1 | – | Sell |
-4,914
| Closed | -$203K | – | 2146 |
|
|
2019
Q4 | $203K | Buy |
+4,914
| New | +$203K | ﹤0.01% | 1951 |
|