Cobblestone Capital Advisors’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,000
| Closed | -$306K | – | 297 |
|
|
2024
Q3 | $306K | Hold |
12,000
| – | – | 0.02% | 236 |
|
|
2024
Q2 | $232K | Hold |
12,000
| – | – | 0.01% | 253 |
|
|
2024
Q1 | $226K | Hold |
12,000
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $256K | Hold |
12,000
| – | – | 0.02% | 242 |
|
|
2023
Q3 | $202K | Hold |
12,000
| – | – | 0.02% | 254 |
|
|
2023
Q2 | $189K | Buy |
+12,000
| New | +$189K | 0.01% | 263 |
|