Steward Partners Investment Advisory’s Primis Financial Corp FRST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-222
| Closed | -$2.59K | – | 4064 |
|
|
2024
Q4 | $2.59K | Hold |
222
| – | – | ﹤0.01% | 3571 |
|
|
2024
Q3 | $2.7K | Hold |
222
| – | – | ﹤0.01% | 3376 |
|
|
2024
Q2 | $2.33K | Buy |
+222
| New | +$2.33K | ﹤0.01% | 3250 |
|
|
2024
Q1 | – | Sell |
-1,893
| Closed | -$24K | – | 3603 |
|
|
2023
Q4 | $24K | Hold |
1,893
| – | – | ﹤0.01% | 2323 |
|
|
2023
Q3 | $15.4K | Hold |
1,893
| – | – | ﹤0.01% | 2429 |
|
|
2023
Q2 | $15.9K | Hold |
1,893
| – | – | ﹤0.01% | 2400 |
|
|
2023
Q1 | $18.2K | Hold |
1,893
| – | – | ﹤0.01% | 2283 |
|
|
2022
Q4 | $22.4K | Hold |
1,893
| – | – | ﹤0.01% | 2188 |
|
|
2022
Q3 | $23K | Hold |
1,893
| – | – | ﹤0.01% | 2164 |
|
|
2022
Q2 | $26K | Hold |
1,893
| – | – | ﹤0.01% | 2108 |
|
|
2022
Q1 | $26K | Hold |
1,893
| – | – | ﹤0.01% | 2240 |
|
|
2021
Q4 | $28K | Hold |
1,893
| – | – | ﹤0.01% | 2176 |
|
|
2021
Q3 | $27K | Hold |
1,893
| – | – | ﹤0.01% | 2187 |
|
|
2021
Q2 | $29K | Hold |
1,893
| – | – | ﹤0.01% | 4306 |
|
|
2021
Q1 | $27.5K | Hold |
1,893
| – | – | ﹤0.01% | 2314 |
|
|
2020
Q4 | $23K | Hold |
1,893
| – | – | ﹤0.01% | 1997 |
|
|
2020
Q3 | $16K | Hold |
1,893
| – | – | ﹤0.01% | 1959 |
|
|
2020
Q2 | $18K | Hold |
1,893
| – | – | ﹤0.01% | 1811 |
|
|
2020
Q1 | $18K | Hold |
1,893
| – | – | ﹤0.01% | 1643 |
|
|
2019
Q4 | $30K | Hold |
1,893
| – | – | ﹤0.01% | 1617 |
|
|
2019
Q3 | $29K | Hold |
1,893
| – | – | ﹤0.01% | 1590 |
|
|
2019
Q2 | $28K | Buy |
+1,893
| New | +$28K | ﹤0.01% | 1568 |
|
|
2018
Q4 | – | Sell |
-1,893
| Closed | -$31K | – | 1263 |
|
|
2018
Q3 | $31K | Buy |
+1,893
| New | +$31K | ﹤0.01% | 1377 |
|