Covestor’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 | – | Sell |
-39
| Closed | -$1K | – | 2379 |
|
|
2025
Q1 | $1K | Sell |
39
-25
| -39% | -$641 | ﹤0.01% | 1969 |
|
|
2024
Q4 | $2K | Sell |
64
-15
| -19% | -$469 | ﹤0.01% | 1871 |
|
|
2024
Q3 | $2K | Sell |
79
-9
| -10% | -$228 | ﹤0.01% | 1814 |
|
|
2024
Q2 | $2K | Buy |
88
+27
| +44% | +$614 | ﹤0.01% | 1848 |
|
|
2024
Q1 | $1K | Sell |
61
-49
| -45% | -$803 | ﹤0.01% | 1970 |
|
|
2023
Q4 | $2K | Sell |
110
-27
| -20% | -$491 | ﹤0.01% | 1846 |
|
|
2023
Q3 | $2K | Sell |
137
-3
| -2% | -$44 | ﹤0.01% | 1811 |
|
|
2023
Q2 | $2K | Sell |
140
-114
| -45% | -$1.63K | ﹤0.01% | 1821 |
|
|
2023
Q1 | $5K | Buy |
254
+66
| +35% | +$1.3K | ﹤0.01% | 1557 |
|
|
2022
Q4 | $5K | Sell |
188
-20
| -10% | -$532 | ﹤0.01% | 1564 |
|
|
2022
Q3 | $5K | Buy |
208
+6
| +3% | +$144 | ﹤0.01% | 1486 |
|
|
2022
Q2 | $5K | Buy |
202
+24
| +13% | +$594 | ﹤0.01% | 1391 |
|
|
2022
Q1 | $5K | Buy |
178
+21
| +13% | +$590 | ﹤0.01% | 1475 |
|
|
2021
Q4 | $5K | Buy |
+157
| New | +$5K | 0.01% | 1301 |
|