Valeo Financial Advisors’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,835
| Closed | -$233K | – | 691 |
|
|
2024
Q4 | $233K | Buy |
+5,835
| New | +$233K | 0.01% | 611 |
|
|
2023
Q2 | – | Sell |
-33,747
| Closed | -$1.11M | – | 610 |
|
|
2023
Q1 | $1.11M | Buy |
+33,747
| New | +$1.11M | 0.05% | 195 |
|
|
2022
Q2 | – | Sell |
-33,988
| Closed | -$1.41M | – | 522 |
|
|
2022
Q1 | $1.41M | Buy |
+33,988
| New | +$1.41M | 0.07% | 156 |
|
|
2021
Q2 | – | Sell |
-1,012
| Closed | -$47K | – | 917 |
|
|
2021
Q1 | $47K | Buy |
1,012
+100
| +11% | +$4.64K | ﹤0.01% | 858 |
|
|
2020
Q4 | $34K | Sell |
912
-32,926
| -97% | -$1.23M | ﹤0.01% | 881 |
|
|
2020
Q3 | $784K | Buy |
33,838
+32,926
| +3,610% | +$763K | 0.07% | 143 |
|
|
2020
Q2 | $25K | Hold |
912
| – | – | ﹤0.01% | 924 |
|
|
2020
Q1 | $26K | Sell |
912
-459
| -33% | -$13.1K | ﹤0.01% | 779 |
|
|
2019
Q4 | $57K | Hold |
1,371
| – | – | 0.01% | 594 |
|
|
2019
Q3 | $52K | Sell |
1,371
-5,099
| -79% | -$193K | 0.01% | 585 |
|
|
2019
Q2 | $245K | Sell |
6,470
-18,953
| -75% | -$718K | 0.03% | 253 |
|
|
2019
Q1 | $937K | Hold |
25,423
| – | – | 0.11% | 129 |
|
|
2018
Q4 | $871K | Hold |
25,423
| – | – | 0.12% | 122 |
|
|
2018
Q3 | $1.06M | Hold |
25,423
| – | – | 0.14% | 110 |
|
|
2018
Q2 | $1.21M | Sell |
25,423
-7,977
| -24% | -$381K | 0.17% | 97 |
|
|
2018
Q1 | $1.39M | Hold |
33,400
| – | – | 0.22% | 80 |
|
|
2017
Q4 | $1.41M | Hold |
33,400
| – | – | 0.23% | 74 |
|
|
2017
Q3 | $1.43M | Buy |
+33,400
| New | +$1.43M | 0.32% | 67 |
|