Aquatic Capital Management’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-183
| Closed | -$4.99K | – | 1369 |
|
|
2024
Q4 | $4.99K | Sell |
183
-817
| -82% | -$22.3K | ﹤0.01% | 1265 |
|
|
2024
Q3 | $25.5K | Sell |
1,000
-1,100
| -52% | -$28K | ﹤0.01% | 1045 |
|
|
2024
Q2 | $40.6K | Buy |
2,100
+300
| +17% | +$5.8K | ﹤0.01% | 1039 |
|
|
2024
Q1 | $33.9K | Buy |
1,800
+1,000
| +125% | +$18.8K | ﹤0.01% | 1062 |
|
|
2023
Q4 | $17K | Buy |
800
+400
| +100% | +$8.5K | ﹤0.01% | 1225 |
|
|
2023
Q3 | $7K | Sell |
400
-2,100
| -84% | -$36.8K | ﹤0.01% | 1149 |
|
|
2023
Q2 | $39K | Buy |
2,500
+700
| +39% | +$10.9K | ﹤0.01% | 1036 |
|
|
2023
Q1 | $35K | Buy |
1,800
+700
| +64% | +$13.6K | ﹤0.01% | 949 |
|
|
2022
Q4 | $27K | Buy |
+1,100
| New | +$27K | ﹤0.01% | 1123 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$3K | – | 1312 |
|
|
2022
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 905 |
|