Oxford Financial Group’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,119
| Closed | -$228K | – | 309 |
|
|
2024
Q3 | $228K | Sell |
6,119
-1,221
| -17% | -$45.4K | 0.01% | 226 |
|
|
2024
Q2 | $244K | Buy |
7,340
+361
| +5% | +$12K | 0.02% | 236 |
|
|
2024
Q1 | $244K | Buy |
6,979
+37
| +0.5% | +$1.29K | 0.02% | 205 |
|
|
2023
Q4 | $257K | Buy |
+6,942
| New | +$257K | 0.02% | 199 |
|
|
2023
Q2 | – | Sell |
-6,222
| Closed | -$205K | – | 299 |
|
|
2023
Q1 | $205K | Hold |
6,222
| – | – | 0.02% | 187 |
|
|
2022
Q4 | $256K | Hold |
6,222
| – | – | 0.03% | 171 |
|
|
2022
Q3 | $241K | Sell |
6,222
-1,914
| -24% | -$74.1K | 0.04% | 157 |
|
|
2022
Q2 | $290K | Hold |
8,136
| – | – | 0.04% | 155 |
|
|
2022
Q1 | $338K | Hold |
8,136
| – | – | 0.04% | 150 |
|
|
2021
Q4 | $341K | Hold |
8,136
| – | – | 0.04% | 155 |
|
|
2021
Q3 | $340K | Hold |
8,136
| – | – | 0.04% | 140 |
|
|
2021
Q2 | $339K | Hold |
8,136
| – | – | 0.05% | 138 |
|
|
2021
Q1 | $378K | Sell |
8,136
-1,500
| -16% | -$69.7K | 0.05% | 127 |
|
|
2020
Q4 | $360K | Sell |
9,636
-1,272
| -12% | -$47.5K | 0.05% | 134 |
|
|
2020
Q3 | $253K | Hold |
10,908
| – | – | 0.04% | 142 |
|
|
2020
Q2 | $301K | Buy |
10,908
+250
| +2% | +$6.9K | 0.05% | 124 |
|
|
2020
Q1 | $282K | Buy |
+10,658
| New | +$282K | 0.06% | 123 |
|