Soltis Investment Advisors’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,912
| Closed | -$241K | – | 336 |
|
|
2024
Q1 | $241K | Hold |
6,912
| – | – | 0.03% | 268 |
|
|
2023
Q4 | $256K | Buy |
+6,912
| New | +$256K | 0.03% | 248 |
|
|
2023
Q2 | – | Sell |
-6,912
| Closed | -$228K | – | 267 |
|
|
2023
Q1 | $228K | Hold |
6,912
| – | – | 0.03% | 234 |
|
|
2022
Q4 | $284K | Sell |
6,912
-1,000
| -13% | -$41.1K | 0.04% | 207 |
|
|
2022
Q3 | $306K | Hold |
7,912
| – | – | 0.05% | 185 |
|
|
2022
Q2 | $282K | Hold |
7,912
| – | – | 0.04% | 196 |
|
|
2022
Q1 | $329K | Buy |
+7,912
| New | +$329K | 0.05% | 198 |
|