B. Riley Wealth Advisors’s First Interstate BancSystem FIBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,500
| Closed | -$314K | – | 1576 |
|
|
2023
Q1 | $314K | Buy |
10,500
+400
| +4% | +$11.9K | 0.01% | 1045 |
|
|
2022
Q4 | $390K | Buy |
10,100
+3,600
| +55% | +$139K | 0.01% | 896 |
|
|
2022
Q3 | $263K | Buy |
6,500
+100
| +2% | +$4.05K | 0.01% | 1085 |
|
|
2022
Q2 | $244K | Sell |
6,400
-200
| -3% | -$7.63K | 0.01% | 963 |
|
|
2022
Q1 | $243K | Sell |
6,600
-150
| -2% | -$5.52K | 0.01% | 1115 |
|
|
2021
Q4 | $275K | Hold |
6,750
| – | – | 0.01% | 1119 |
|
|
2021
Q3 | $272K | Sell |
6,750
-1,025
| -13% | -$41.3K | 0.01% | 1095 |
|
|
2021
Q2 | $326K | Buy |
7,775
+1,025
| +15% | +$43K | 0.01% | 977 |
|
|
2021
Q1 | $311K | Hold |
6,750
| – | – | 0.01% | 978 |
|
|
2020
Q4 | $276K | Sell |
6,750
-7,950
| -54% | -$325K | 0.01% | 805 |
|
|
2020
Q3 | $461K | Buy |
14,700
+7,250
| +97% | +$227K | 0.02% | 560 |
|
|
2020
Q2 | $231K | Sell |
7,450
-1,000
| -12% | -$31K | 0.02% | 721 |
|
|
2020
Q1 | $244K | Sell |
8,450
-700
| -8% | -$20.2K | 0.02% | 602 |
|
|
2019
Q4 | $384K | Hold |
9,150
| – | – | 0.03% | 511 |
|
|
2019
Q3 | $369K | Sell |
9,150
-300
| -3% | -$12.1K | 0.04% | 517 |
|
|
2019
Q2 | $375K | Hold |
9,450
| – | – | 0.04% | 482 |
|
|
2019
Q1 | $377K | Sell |
9,450
-400
| -4% | -$16K | 0.05% | 422 |
|
|
2018
Q4 | $361K | Hold |
9,850
| – | – | 0.05% | 386 |
|
|
2018
Q3 | $442K | Hold |
9,850
| – | – | 0.05% | 374 |
|
|
2018
Q2 | $416K | Hold |
9,850
| – | – | 0.06% | 374 |
|
|
2018
Q1 | $390K | Sell |
9,850
-9,150
| -48% | -$362K | 0.05% | 377 |
|
|
2017
Q4 | $761K | Hold |
19,000
| – | – | 0.1% | 220 |
|
|
2017
Q3 | $728K | Sell |
19,000
-1,500
| -7% | -$57.5K | 0.12% | 186 |
|
|
2017
Q2 | $763K | Sell |
20,500
-19
| -0.1% | -$707 | 0.14% | 186 |
|
|
2017
Q1 | $814K | Buy |
20,519
+19
| +0.1% | +$754 | 0.16% | 156 |
|
|
2016
Q4 | $873K | Sell |
20,500
-800
| -4% | -$34.1K | 0.18% | 143 |
|
|
2016
Q3 | $341K | Sell |
21,300
-700
| -3% | -$11.2K | 0.07% | 368 |
|
|
2016
Q2 | $314K | Hold |
22,000
| – | – | 0.06% | 380 |
|
|
2016
Q1 | $314K | Hold |
22,000
| – | – | 0.07% | 338 |
|
|
2015
Q4 | $640K | Buy |
22,000
+10,850
| +97% | +$316K | 0.13% | 190 |
|
|
2015
Q3 | $311K | Hold |
11,150
| – | – | 0.07% | 344 |
|
|
2015
Q2 | $310K | Sell |
11,150
-950
| -8% | -$26.4K | 0.08% | 321 |
|
|
2015
Q1 | $336K | Sell |
12,100
-13,900
| -53% | -$386K | 0.08% | 320 |
|
|
2014
Q4 | $4.02K | Buy |
26,000
+12,850
| +98% | +$1.98K | 0.09% | 297 |
|
|
2014
Q3 | $349K | Sell |
13,150
-13,150
| -50% | -$349K | 0.09% | 304 |
|
|
2014
Q2 | $358K | Buy |
26,300
+12,900
| +96% | +$175K | 0.08% | 262 |
|
|
2014
Q1 | $378K | Sell |
13,400
-350
| -3% | -$9.87K | 0.11% | 206 |
|
|
2013
Q4 | $390K | Hold |
13,750
| – | – | 0.12% | 185 |
|
|
2013
Q3 | $332K | Buy |
13,750
+10,350
| +304% | +$250K | 0.11% | 205 |
|
|
2013
Q2 | $70K | Buy |
+3,400
| New | +$70K | 0.02% | 627 |
|