Bragg Financial Advisors’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $264K | Hold |
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|
2025
Q2 | $263K | Hold |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $384K | Hold |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $343K | Hold |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $363K | Hold |
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|
2021
Q4 | $314K | Hold |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $306K | Hold |
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|
2021
Q1 | $280K | Hold |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $177K | Hold |
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|
2020
Q2 | $163K | Buy |
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|
2020
Q1 | $86K | Hold |
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|
2019
Q4 | $193K | Hold |
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|
2019
Q3 | $193K | Hold |
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|
2019
Q2 | $208K | Hold |
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|
2019
Q1 | $199K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $190K | Hold |
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|
2018
Q2 | $185K | Hold |
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|
2018
Q1 | $168K | Hold |
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|
2017
Q4 | $198K | Hold |
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|
2017
Q3 | $209K | Hold |
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|
2017
Q2 | $219K | Hold |
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|
2017
Q1 | $229K | Hold |
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|
2016
Q4 | $205K | Hold |
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|
2016
Q3 | $205K | Hold |
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|
2016
Q2 | $199K | Hold |
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|
2016
Q1 | $202K | Hold |
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|
2015
Q4 | $178K | Hold |
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|
2015
Q3 | $179K | Hold |
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|
2015
Q2 | $194K | Hold |
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|
2015
Q1 | $200K | Hold |
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|
2014
Q4 | $193K | Hold |
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|
2014
Q3 | $215K | Hold |
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|
2014
Q2 | $267K | Hold |
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|
2014
Q1 | $251K | Hold |
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|
2013
Q4 | $283K | Hold |
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|
2013
Q3 | $252K | Hold |
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|
2013
Q2 | $243K | Buy |
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