Courier Capital’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 | $6.48M | Sell |
252,523
-100,061
| -28% | -$2.57M | 0.39% | 66 |
|
|
2025
Q1 | $8.8M | Buy |
352,584
+458
| +0.1% | +$11.4K | 0.58% | 41 |
|
|
2024
Q4 | $9.61M | Buy |
352,126
+1,887
| +0.5% | +$51.5K | 0.66% | 33 |
|
|
2024
Q3 | $8.92M | Buy |
350,239
+8,064
| +2% | +$205K | 0.61% | 38 |
|
|
2024
Q2 | $6.61M | Buy |
342,175
+3,489
| +1% | +$67.4K | 0.53% | 46 |
|
|
2024
Q1 | $6.37M | Buy |
338,686
+121,233
| +56% | +$2.28M | 0.46% | 57 |
|
|
2023
Q4 | $4.63M | Buy |
217,453
+109,144
| +101% | +$2.32M | 0.35% | 71 |
|
|
2023
Q3 | $1.82M | Buy |
108,309
+93,335
| +623% | +$1.57M | 0.15% | 129 |
|
|
2023
Q2 | $236K | Hold |
14,974
| – | – | 0.02% | 330 |
|
|
2023
Q1 | $289K | Buy |
14,974
+811
| +6% | +$15.6K | 0.03% | 236 |
|
|
2022
Q4 | $345K | Hold |
14,163
| – | – | 0.04% | 218 |
|
|
2022
Q3 | $341K | Hold |
14,163
| – | – | 0.04% | 212 |
|
|
2022
Q2 | $369K | Hold |
14,163
| – | – | 0.04% | 204 |
|
|
2022
Q1 | $427K | Sell |
14,163
-64
| -0.4% | -$1.93K | 0.04% | 202 |
|
|
2021
Q4 | $452K | Sell |
14,227
-1,936
| -12% | -$61.5K | 0.04% | 198 |
|
|
2021
Q3 | $495K | Hold |
16,163
| – | – | 0.05% | 186 |
|
|
2021
Q2 | $485K | Hold |
16,163
| – | – | 0.05% | 191 |
|
|
2021
Q1 | $490K | Sell |
16,163
-2,000
| -11% | -$60.6K | 0.05% | 182 |
|
|
2020
Q4 | $409K | Hold |
18,163
| – | – | 0.04% | 193 |
|
|
2020
Q3 | $318K | Sell |
18,163
-1,000
| -5% | -$17.5K | 0.04% | 206 |
|
|
2020
Q2 | $330K | Hold |
19,163
| – | – | 0.04% | 198 |
|
|
2020
Q1 | $312K | Hold |
19,163
| – | – | 0.05% | 193 |
|
|
2019
Q4 | $607K | Hold |
19,163
| – | – | 0.07% | 150 |
|
|
2019
Q3 | $564K | Buy |
+19,163
| New | +$564K | 0.07% | 153 |
|