Hillsdale Investment Management’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 | $5.36K | Sell |
140
-20
| -13% | -$766 | ﹤0.01% | 596 |
|
2025
Q1 | $6.47K | Buy |
+160
| New | +$6.47K | ﹤0.01% | 528 |
|
2019
Q2 | – | Sell |
-15,300
| Closed | -$564K | – | 625 |
|
2019
Q1 | $564K | Buy |
15,300
+2,700
| +21% | +$99.5K | 0.05% | 264 |
|
2018
Q4 | $432K | Buy |
+12,600
| New | +$432K | 0.05% | 290 |
|
2017
Q2 | – | Sell |
-24,100
| Closed | -$948K | – | 490 |
|
2017
Q1 | $948K | Buy |
+24,100
| New | +$948K | 0.19% | 126 |
|