Capital Advisory Group Advisory Services’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 | $1.57M | Buy |
77,618
+1,509
| +2% | +$30.5K | 0.56% | 53 |
|
|
2025
Q1 | $1.55M | Sell |
76,109
-1,068
| -1% | -$21.8K | 0.59% | 55 |
|
|
2024
Q4 | $1.62M | Buy |
77,177
+14,362
| +23% | +$302K | 0.58% | 52 |
|
|
2024
Q3 | $1.23M | Buy |
62,815
+8,688
| +16% | +$170K | 0.49% | 56 |
|
|
2024
Q2 | $1.05M | Buy |
54,127
+9,279
| +21% | +$181K | 0.45% | 60 |
|
|
2024
Q1 | $885K | Sell |
44,848
-628
| -1% | -$12.4K | 0.42% | 60 |
|
|
2023
Q4 | $895K | Sell |
45,476
-231
| -0.5% | -$4.55K | 0.48% | 58 |
|
|
2023
Q3 | $878K | Sell |
45,707
-4,165
| -8% | -$80K | 0.5% | 57 |
|
|
2023
Q2 | $977K | Buy |
49,872
+145
| +0.3% | +$2.84K | 0.7% | 42 |
|
|
2023
Q1 | $948K | Buy |
49,727
+859
| +2% | +$16.4K | 0.57% | 45 |
|
|
2022
Q4 | $930K | Sell |
48,868
-3,453
| -7% | -$65.7K | 0.63% | 45 |
|
|
2022
Q3 | $899K | Sell |
52,321
-2,784
| -5% | -$47.8K | 0.62% | 48 |
|
|
2022
Q2 | $1.07M | Sell |
55,105
-1,790
| -3% | -$34.8K | 0.64% | 45 |
|
|
2022
Q1 | $1.15M | Buy |
56,895
+2,675
| +5% | +$54K | 0.53% | 54 |
|
|
2021
Q4 | $975K | Buy |
54,220
+3,575
| +7% | +$64.3K | 0.42% | 69 |
|
|
2021
Q3 | $883K | Buy |
50,645
+43,580
| +617% | +$760K | 0.32% | 74 |
|
|
2021
Q2 | $120K | Buy |
+7,065
| New | +$120K | 0.04% | 221 |
|