Bessemer Group’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 2475 |
|
|
2025
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 2533 |
|
|
2020
Q3 | – | Sell |
-47,700
| Closed | -$888K | – | 1450 |
|
|
2020
Q2 | $888K | Hold |
47,700
| – | – | ﹤0.01% | 836 |
|
|
2020
Q1 | $865K | Hold |
47,700
| – | – | ﹤0.01% | 641 |
|
|
2019
Q4 | $1.53M | Sell |
47,700
-54
| -0.1% | -$1.73K | 0.01% | 643 |
|
|
2019
Q3 | $1.44M | Buy |
47,754
+54
| +0.1% | +$1.63K | 0.01% | 603 |
|
|
2019
Q2 | $1.39M | Hold |
47,700
| – | – | ﹤0.01% | 633 |
|
|
2019
Q1 | $1.3M | Buy |
47,700
+11,800
| +33% | +$321K | 0.01% | 578 |
|
|
2018
Q4 | $923K | Buy |
35,900
+14,600
| +69% | +$375K | ﹤0.01% | 590 |
|
|
2018
Q3 | $669K | Buy |
21,300
+8,000
| +60% | +$251K | ﹤0.01% | 683 |
|
|
2018
Q2 | $438K | Buy |
13,300
+10,300
| +343% | +$339K | ﹤0.01% | 806 |
|
|
2018
Q1 | $89K | Sell |
3,000
-4,400
| -59% | -$131K | ﹤0.01% | 1148 |
|
|
2017
Q4 | $230K | Sell |
7,400
-21,100
| -74% | -$656K | ﹤0.01% | 992 |
|
|
2017
Q3 | $821K | Hold |
28,500
| – | – | ﹤0.01% | 707 |
|
|
2017
Q2 | $849K | Hold |
28,500
| – | – | ﹤0.01% | 713 |
|
|
2017
Q1 | $939K | Buy |
28,500
+2,700
| +10% | +$89K | ﹤0.01% | 726 |
|
|
2016
Q4 | $882K | Buy |
25,800
+13,900
| +117% | +$475K | ﹤0.01% | 746 |
|
|
2016
Q3 | $323K | Buy |
+11,900
| New | +$323K | ﹤0.01% | 882 |
|