Curi RMB 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 | $2.57M | Hold |
100,000
| – | – | 0.05% | 291 |
|
|
2025
Q1 | $2.5M | Buy |
100,000
+10,979
| +12% | +$274K | 0.06% | 248 |
|
|
2024
Q4 | $2.43M | Buy |
+89,021
| New | +$2.43M | 0.06% | 248 |
|
|
2016
Q4 | – | Sell |
-99,124
| Closed | -$2.69M | – | 468 |
|
|
2016
Q3 | $2.69M | Hold |
99,124
| – | – | 0.15% | 143 |
|
|
2016
Q2 | $2.58M | Buy |
99,124
+35,300
| +55% | +$920K | 0.14% | 131 |
|
|
2016
Q1 | $1.86M | Buy |
63,824
+4,300
| +7% | +$125K | 0.12% | 160 |
|
|
2015
Q4 | $1.67M | Hold |
59,524
| – | – | 0.08% | 183 |
|
|
2015
Q3 | $1.48M | Hold |
59,524
| – | – | 0.1% | 196 |
|
|
2015
Q2 | $1.48M | Hold |
59,524
| – | – | 0.1% | 205 |
|
|
2015
Q1 | $1.37M | Buy |
59,524
+7,030
| +13% | +$161K | 0.08% | 215 |
|
|
2014
Q4 | $1.32M | Sell |
52,494
-25,168
| -32% | -$633K | 0.08% | 221 |
|
|
2014
Q3 | $1.75M | Buy |
77,662
+38,162
| +97% | +$858K | 0.11% | 197 |
|
|
2014
Q2 | $925K | Buy |
+39,500
| New | +$925K | 0.06% | 273 |
|