Merit Financial Group’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$856K Buy
1,913
+809
+73% +$362K 0.01% 861
2025
Q1
$502K Buy
+1,104
New +$502K 0.01% 938