IFP 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 | $8.35K | Buy |
+218
| New | +$8.35K | ﹤0.01% | 3029 |
|
|
2025
Q1 | – | Hold |
0
| – | -$319 | – | 3549 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3545 |
|
|
2023
Q1 | – | Sell |
-67
| Closed | -$3K | – | 3766 |
|
|
2022
Q4 | $3K | Hold |
67
| – | – | ﹤0.01% | 4004 |
|
|
2022
Q3 | $3K | Buy |
67
+9
| +16% | +$403 | ﹤0.01% | 4220 |
|
|
2022
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 3988 |
|
|
2022
Q1 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 3988 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3786 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3523 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3435 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3320 |
|
|
2020
Q3 | – | Sell |
-33
| Closed | -$1K | – | 3196 |
|
|
2020
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 2504 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3057 |
|
|
2019
Q4 | – | Sell |
-1,590
| Closed | -$61K | – | 3110 |
|
|
2019
Q3 | $61K | Buy |
+1,590
| New | +$61K | ﹤0.01% | 1273 |
|
|
2019
Q1 | – | Sell |
-140
| Closed | -$5K | – | 2706 |
|
|
2018
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 2791 |
|
|
2018
Q3 | $6K | Hold |
140
| – | – | ﹤0.01% | 3089 |
|
|
2018
Q2 | $6K | Sell |
140
-82
| -37% | -$3.51K | ﹤0.01% | 3114 |
|
|
2018
Q1 | $9K | Hold |
222
| – | – | ﹤0.01% | 2838 |
|
|
2017
Q4 | $9K | Sell |
222
-1,622
| -88% | -$65.8K | ﹤0.01% | 2835 |
|
|
2017
Q3 | $79K | Buy |
1,844
+25
| +1% | +$1.07K | ﹤0.01% | 1677 |
|
|
2017
Q2 | $73K | Buy |
1,819
+1,569
| +628% | +$63K | ﹤0.01% | 1700 |
|
|
2017
Q1 | $10K | Sell |
250
-24
| -9% | -$960 | ﹤0.01% | 2876 |
|
|
2016
Q4 | $10K | Sell |
274
-21
| -7% | -$766 | ﹤0.01% | 2868 |
|
|
2016
Q3 | $8K | Sell |
295
-126
| -30% | -$3.42K | ﹤0.01% | 2949 |
|
|
2016
Q2 | $10K | Buy |
+421
| New | +$10K | ﹤0.01% | 2727 |
|
|
2016
Q1 | – | Sell |
-659
| Closed | -$17K | – | 2736 |
|
|
2015
Q4 | $17K | Buy |
+659
| New | +$17K | ﹤0.01% | 2240 |
|