Baird Financial Group’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 | $6.32M | Buy |
313,002
+29,909
| +11% | +$604K | 0.01% | 647 |
|
|
2025
Q1 | $5.77M | Buy |
283,093
+89,386
| +46% | +$1.82M | 0.01% | 640 |
|
|
2024
Q4 | $4.07M | Buy |
+193,707
| New | +$4.07M | 0.01% | 738 |
|
|
2017
Q3 | – | Sell |
-11,103
| Closed | -$187K | – | 1236 |
|
|
2017
Q2 | $187K | Sell |
11,103
-6,368
| -36% | -$107K | ﹤0.01% | 1178 |
|
|
2017
Q1 | $307K | Buy |
17,471
+3,701
| +27% | +$65K | ﹤0.01% | 1071 |
|
|
2016
Q4 | $217K | Sell |
13,770
-6,200
| -31% | -$97.7K | ﹤0.01% | 1123 |
|
|
2016
Q3 | $315K | Hold |
19,970
| – | – | ﹤0.01% | 1040 |
|
|
2016
Q2 | $308K | Buy |
19,970
+1,200
| +6% | +$18.5K | ﹤0.01% | 1040 |
|
|
2016
Q1 | $291K | Sell |
18,770
-17,740
| -49% | -$275K | ﹤0.01% | 1061 |
|
|
2015
Q4 | $500K | Sell |
36,510
-1,145
| -3% | -$15.7K | 0.01% | 905 |
|
|
2015
Q3 | $519K | Buy |
37,655
+6,542
| +21% | +$90.2K | 0.01% | 890 |
|
|
2015
Q2 | $464K | Buy |
+31,113
| New | +$464K | ﹤0.01% | 982 |
|