Acadian Asset Management’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
45,904
-3,310
| -7% | -$168K | ﹤0.01% | 786 |
|
|
2025
Q1 | $2.32M | Sell |
49,214
-11,428
| -19% | -$539K | 0.01% | 721 |
|
|
2024
Q4 | $2.81M | Buy |
60,642
+3,989
| +7% | +$185K | 0.01% | 691 |
|
|
2024
Q3 | $2.58M | Buy |
56,653
+4,255
| +8% | +$194K | 0.01% | 674 |
|
|
2024
Q2 | $1.94M | Hold |
52,398
| – | – | 0.01% | 776 |
|
|
2024
Q1 | $1.96M | Hold |
52,398
| – | – | 0.01% | 658 |
|
|
2023
Q4 | $2.1M | Hold |
52,398
| – | – | 0.01% | 661 |
|
|
2023
Q3 | $1.57M | Hold |
52,398
| – | – | 0.01% | 758 |
|
|
2023
Q2 | $1.54M | Sell |
52,398
-3,000
| -5% | -$88.4K | 0.01% | 770 |
|
|
2023
Q1 | $1.69M | Sell |
55,398
-14,808
| -21% | -$451K | 0.01% | 753 |
|
|
2022
Q4 | $2.57M | Sell |
70,206
-9,587
| -12% | -$350K | 0.01% | 616 |
|
|
2022
Q3 | $2.58M | Sell |
79,793
-8,481
| -10% | -$274K | 0.01% | 562 |
|
|
2022
Q2 | $2.75M | Buy |
88,274
+20,485
| +30% | +$639K | 0.01% | 553 |
|
|
2022
Q1 | $2.22M | Buy |
67,789
+11,836
| +21% | +$388K | 0.01% | 647 |
|
|
2021
Q4 | $1.63M | Buy |
55,953
+6,244
| +13% | +$182K | 0.01% | 709 |
|
|
2021
Q3 | $1.43M | Buy |
49,709
+9,122
| +22% | +$261K | 0.01% | 760 |
|
|
2021
Q2 | $1.1M | Buy |
40,587
+14,245
| +54% | +$386K | ﹤0.01% | 889 |
|
|
2021
Q1 | $652K | Sell |
26,342
-203
| -0.8% | -$5.03K | ﹤0.01% | 1098 |
|
|
2020
Q4 | $489K | Sell |
26,545
-2,570
| -9% | -$47.3K | ﹤0.01% | 1238 |
|
|
2020
Q3 | $415K | Sell |
29,115
-1,028
| -3% | -$14.7K | ﹤0.01% | 1191 |
|
|
2020
Q2 | $495K | Hold |
30,143
| – | – | ﹤0.01% | 1194 |
|
|
2020
Q1 | $467K | Buy |
30,143
+2,009
| +7% | +$31.1K | ﹤0.01% | 976 |
|
|
2019
Q4 | $742K | Buy |
28,134
+4,801
| +21% | +$127K | ﹤0.01% | 961 |
|
|
2019
Q3 | $562K | Buy |
23,333
+3,250
| +16% | +$78.3K | ﹤0.01% | 1057 |
|
|
2019
Q2 | $471K | Buy |
20,083
+7,542
| +60% | +$177K | ﹤0.01% | 1031 |
|
|
2019
Q1 | $251K | Buy |
12,541
+5,847
| +87% | +$117K | ﹤0.01% | 1299 |
|
|
2018
Q4 | $131K | Hold |
6,694
| – | – | ﹤0.01% | 1209 |
|
|
2018
Q3 | $155K | Sell |
6,694
-1,140
| -15% | -$26.4K | ﹤0.01% | 1118 |
|
|
2018
Q2 | $204K | Buy |
+7,834
| New | +$204K | ﹤0.01% | 1081 |
|
|
2015
Q3 | – | Sell |
-10,564
| Closed | -$248K | – | 1337 |
|
|
2015
Q2 | $248K | Sell |
10,564
-4,520
| -30% | -$106K | ﹤0.01% | 902 |
|
|
2015
Q1 | $326K | Sell |
15,084
-1,386
| -8% | -$30K | ﹤0.01% | 846 |
|
|
2014
Q4 | $394K | Sell |
16,470
-704
| -4% | -$16.8K | ﹤0.01% | 802 |
|
|
2014
Q3 | $375K | Buy |
17,174
+3,292
| +24% | +$71.9K | ﹤0.01% | 704 |
|
|
2014
Q2 | $327K | Buy |
13,882
+164
| +1% | +$3.86K | ﹤0.01% | 741 |
|
|
2014
Q1 | $325K | Sell |
13,718
-1,246
| -8% | -$29.5K | ﹤0.01% | 736 |
|
|
2013
Q4 | $281K | Buy |
14,964
+12,560
| +522% | +$236K | ﹤0.01% | 766 |
|
|
2013
Q3 | $39K | Buy |
2,404
+600
| +33% | +$9.73K | ﹤0.01% | 889 |
|
|
2013
Q2 | $27K | Buy |
+1,804
| New | +$27K | ﹤0.01% | 829 |
|