LPL Financial’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 | $537K | Buy |
14,019
+169
| +1% | +$6.47K | ﹤0.01% | 4253 |
|
|
2025
Q1 | $560K | Buy |
13,850
+588
| +4% | +$23.8K | ﹤0.01% | 4016 |
|
|
2024
Q4 | $529K | Buy |
13,262
+468
| +4% | +$18.7K | ﹤0.01% | 3990 |
|
|
2024
Q3 | $476K | Sell |
12,794
-28
| -0.2% | -$1.04K | ﹤0.01% | 3972 |
|
|
2024
Q2 | $427K | Buy |
12,822
+3,819
| +42% | +$127K | ﹤0.01% | 3925 |
|
|
2024
Q1 | $314K | Sell |
9,003
-31
| -0.3% | -$1.08K | ﹤0.01% | 4096 |
|
|
2023
Q4 | $335K | Sell |
9,034
-582
| -6% | -$21.6K | ﹤0.01% | 3953 |
|
|
2023
Q3 | $268K | Sell |
9,616
-249
| -3% | -$6.93K | ﹤0.01% | 3969 |
|
|
2023
Q2 | $278K | Buy |
9,865
+1,500
| +18% | +$42.3K | ﹤0.01% | 3864 |
|
|
2023
Q1 | $276K | Buy |
8,365
+534
| +7% | +$17.6K | ﹤0.01% | 3785 |
|
|
2022
Q4 | $322K | Buy |
7,831
+651
| +9% | +$26.8K | ﹤0.01% | 3576 |
|
|
2022
Q3 | $278K | Buy |
7,180
+364
| +5% | +$14.1K | ﹤0.01% | 3635 |
|
|
2022
Q2 | $243K | Buy |
6,816
+1,848
| +37% | +$65.9K | ﹤0.01% | 3774 |
|
|
2022
Q1 | $207K | Buy |
+4,968
| New | +$207K | ﹤0.01% | 3798 |
|
|
2021
Q4 | – | Sell |
-5,829
| Closed | -$244K | – | 4365 |
|
|
2021
Q3 | $244K | Buy |
5,829
+590
| +11% | +$24.7K | ﹤0.01% | 3784 |
|
|
2021
Q2 | $218K | Sell |
5,239
-11,520
| -69% | -$479K | ﹤0.01% | 3824 |
|
|
2021
Q1 | $779K | Buy |
16,759
+130
| +0.8% | +$6.04K | ﹤0.01% | 2619 |
|
|
2020
Q4 | $622K | Buy |
16,629
+33
| +0.2% | +$1.23K | ﹤0.01% | 2552 |
|
|
2020
Q3 | $384K | Buy |
16,596
+190
| +1% | +$4.4K | ﹤0.01% | 2684 |
|
|
2020
Q2 | $452K | Buy |
16,406
+89
| +0.5% | +$2.45K | ﹤0.01% | 2469 |
|
|
2020
Q1 | $432K | Sell |
16,317
-159
| -1% | -$4.21K | ﹤0.01% | 2185 |
|
|
2019
Q4 | $685K | Buy |
16,476
+542
| +3% | +$22.5K | ﹤0.01% | 2111 |
|
|
2019
Q3 | $600K | Sell |
15,934
-86
| -0.5% | -$3.24K | ﹤0.01% | 2125 |
|
|
2019
Q2 | $607K | Buy |
+16,020
| New | +$607K | ﹤0.01% | 2115 |
|
|
2017
Q3 | – | Sell |
-7,397
| Closed | -$297K | – | 2875 |
|
|
2017
Q2 | $297K | Hold |
7,397
| – | – | ﹤0.01% | 2296 |
|
|
2017
Q1 | $288K | Hold |
7,397
| – | – | ﹤0.01% | 2234 |
|
|
2016
Q4 | $279K | Buy |
+7,397
| New | +$279K | ﹤0.01% | 2233 |
|
|
2016
Q2 | – | Sell |
-14,728
| Closed | -$340K | – | 2749 |
|
|
2016
Q1 | $340K | Buy |
+14,728
| New | +$340K | ﹤0.01% | 2416 |
|