Valeo Financial Advisors’s First Mid Bancshares FMBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
86,292
+74,133
| +610% | +$2.78M | 0.08% | 121 |
|
|
2025
Q1 | $424K | Hold |
12,159
| – | – | 0.01% | 447 |
|
|
2024
Q4 | $448K | Hold |
12,159
| – | – | 0.01% | 427 |
|
|
2024
Q3 | $473K | Hold |
12,159
| – | – | 0.01% | 416 |
|
|
2024
Q2 | $400K | Hold |
12,159
| – | – | 0.01% | 449 |
|
|
2024
Q1 | $386K | Hold |
12,159
| – | – | 0.01% | 437 |
|
|
2023
Q4 | $421K | Hold |
12,159
| – | – | 0.02% | 405 |
|
|
2023
Q3 | $323K | Sell |
12,159
-140,238
| -92% | -$3.72M | 0.01% | 436 |
|
|
2023
Q2 | $3.68M | Sell |
152,397
-11,582
| -7% | -$280K | 0.17% | 81 |
|
|
2023
Q1 | $4.46M | Buy |
163,979
+152,397
| +1,316% | +$4.15M | 0.22% | 67 |
|
|
2022
Q4 | $372K | Hold |
11,582
| – | – | 0.02% | 334 |
|
|
2022
Q3 | $370K | Hold |
11,582
| – | – | 0.02% | 296 |
|
|
2022
Q2 | $413K | Hold |
11,582
| – | – | 0.03% | 279 |
|
|
2022
Q1 | $446K | Sell |
11,582
-646
| -5% | -$24.9K | 0.02% | 334 |
|
|
2021
Q4 | $523K | Buy |
+12,228
| New | +$523K | 0.03% | 290 |
|