Advisory Research’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
10,574
+612
| +6% | +$12.4K | 0.03% | 137 |
|
|
2025
Q1 | $203K | Sell |
9,962
-267
| -3% | -$5.44K | 0.04% | 146 |
|
|
2024
Q4 | $215K | Sell |
10,229
-476
| -4% | -$10K | 0.04% | 150 |
|
|
2024
Q3 | $210K | Buy |
10,705
+384
| +4% | +$7.53K | 0.04% | 151 |
|
|
2024
Q2 | $201K | Sell |
10,321
-166
| -2% | -$3.23K | 0.04% | 157 |
|
|
2024
Q1 | $207K | Buy |
+10,487
| New | +$207K | 0.04% | 152 |
|
|
2023
Q4 | – | Sell |
-48,002
| Closed | -$922K | – | 378 |
|
|
2023
Q3 | $922K | Buy |
48,002
+1,730
| +4% | +$33.2K | 0.13% | 204 |
|
|
2023
Q2 | $907K | Buy |
46,272
+3,718
| +9% | +$72.9K | 0.12% | 215 |
|
|
2023
Q1 | $812K | Sell |
42,554
-1,309
| -3% | -$25K | 0.13% | 189 |
|
|
2022
Q4 | $835K | Sell |
43,863
-2,016
| -4% | -$38.4K | 0.08% | 182 |
|
|
2022
Q3 | $788K | Sell |
45,879
-1,154
| -2% | -$19.8K | 0.08% | 184 |
|
|
2022
Q2 | $821K | Sell |
47,033
-3,169
| -6% | -$55.3K | 0.08% | 181 |
|
|
2022
Q1 | $1.01M | Sell |
50,202
-4,657
| -8% | -$94K | 0.08% | 182 |
|
|
2021
Q4 | $986K | Buy |
54,859
+903
| +2% | +$16.2K | 0.08% | 199 |
|
|
2021
Q3 | $941K | Buy |
53,956
+1,474
| +3% | +$25.7K | 0.06% | 204 |
|
|
2021
Q2 | $892K | Buy |
52,482
+4,755
| +10% | +$80.8K | 0.06% | 223 |
|
|
2021
Q1 | $742K | Sell |
47,727
-5,990
| -11% | -$93.1K | 0.05% | 231 |
|
|
2020
Q4 | $704K | Sell |
53,717
-20,308
| -27% | -$266K | 0.05% | 230 |
|
|
2020
Q3 | $729K | Sell |
74,025
-132
| -0.2% | -$1.3K | 0.07% | 210 |
|
|
2020
Q2 | $673K | Buy |
74,157
+782
| +1% | +$7.1K | 0.06% | 216 |
|
|
2020
Q1 | $486K | Sell |
73,375
-350
| -0.5% | -$2.32K | 0.03% | 195 |
|
|
2019
Q4 | $1.09M | Sell |
73,725
-12,400
| -14% | -$184K | 0.05% | 181 |
|
|
2019
Q3 | $1.28M | Sell |
86,125
-964
| -1% | -$14.3K | 0.06% | 162 |
|
|
2019
Q2 | $1.39M | Sell |
87,089
-7,634
| -8% | -$122K | 0.03% | 222 |
|
|
2019
Q1 | $1.45M | Sell |
94,723
-10,136
| -10% | -$155K | 0.03% | 209 |
|
|
2018
Q4 | $1.23M | Sell |
104,859
-19,572
| -16% | -$229K | 0.03% | 216 |
|
|
2018
Q3 | $1.82M | Sell |
124,431
-9,335
| -7% | -$136K | 0.03% | 206 |
|
|
2018
Q2 | $1.9M | Sell |
133,766
-66,042
| -33% | -$939K | 0.03% | 218 |
|
|
2018
Q1 | $2.57M | Sell |
199,808
-25,585
| -11% | -$330K | 0.05% | 192 |
|
|
2017
Q4 | $3.42M | Sell |
225,393
-71,867
| -24% | -$1.09M | 0.06% | 175 |
|
|
2017
Q3 | $4.78M | Buy |
297,260
+25,317
| +9% | +$407K | 0.08% | 152 |
|
|
2017
Q2 | $4.57M | Buy |
271,943
+18,779
| +7% | +$316K | 0.07% | 155 |
|
|
2017
Q1 | $4.45M | Buy |
253,164
+106,851
| +73% | +$1.88M | 0.07% | 178 |
|
|
2016
Q4 | $2.3M | Buy |
146,313
+85,757
| +142% | +$1.35M | 0.03% | 198 |
|
|
2016
Q3 | $954K | Buy |
60,556
+24,135
| +66% | +$380K | 0.02% | 184 |
|
|
2016
Q2 | $556K | Sell |
36,421
-28
| -0.1% | -$427 | 0.01% | 204 |
|
|
2016
Q1 | $565K | Buy |
+36,449
| New | +$565K | 0.01% | 209 |
|
|
2014
Q3 | – | Sell |
-21,020
| Closed | -$432K | – | 329 |
|
|
2014
Q2 | $432K | Sell |
21,020
-8,690
| -29% | -$179K | ﹤0.01% | 292 |
|
|
2014
Q1 | $574K | Hold |
29,710
| – | – | 0.01% | 285 |
|
|
2013
Q4 | $646K | Buy |
+29,710
| New | +$646K | 0.01% | 267 |
|