Cutler Capital Management’s Financial Institutions FISI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.57M	Hold	49,428	–	–	0.42%	66
2025 Q4	$1.54M	Buy	49,428 +1,100	+2%	+$32.4K	0.45%	66
2025 Q3	$1.31M	Buy	48,328 +403	+0.8%	+$10.8K	0.42%	66
2025 Q2	$1.23M	Buy	47,925 +900	+2%	+$22.5K	0.43%	64
2025 Q1	$1.17M	Buy	47,025 +1,300	+3%	+$35.1K	0.41%	64
2024 Q4	$1.25M	Hold	45,725	–	–	0.43%	63
2024 Q3	$1.16M	Hold	45,725	–	–	0.41%	63
2024 Q2	$883K	Buy	45,725 +42	+0.1%	+$745	0.34%	71
2024 Q1	$860K	Buy	45,683 +37	+0.1%	+$732	0.34%	68
2023 Q4	$972K	Buy	45,646 +46	+0.1%	+$820	0.4%	62
2023 Q3	$767K	Buy	45,600 +2,600	+6%	+$45.7K	0.35%	66
2023 Q2	$677K	Buy	43,000 +3,000	+8%	+$50.8K	0.32%	67
2023 Q1	$771K	Buy	40,000 +4,000	+11%	+$93.7K	0.34%	66
2022 Q4	$877K	Hold	36,000	–	–	0.36%	64
2022 Q3	$867K	Buy	36,000 +1,000	+3%	+$26K	0.4%	60
2022 Q2	$911K	Buy	35,000 +1,000	+3%	+$27.8K	0.35%	66
2022 Q1	$1.02M	Buy	34,000 +1,000	+3%	+$32.1K	0.36%	68
2021 Q4	$1.05M	Buy	33,000 +500	+2%	+$16K	0.38%	68
2021 Q3	$996K	Buy	32,500 +7,500	+30%	+$227K	0.38%	73
2021 Q2	$750K	Buy	25,000 +4,000	+19%	+$125K	0.29%	74
2021 Q1	$636K	Buy	21,000 +2,000	+11%	+$54K	0.26%	78
2020 Q4	$428K	Buy	19,000 +1,000	+6%	+$19.4K	0.19%	78
2020 Q3	$277K	Hold	18,000	–	–	0.15%	77
2020 Q2	$335K	Hold	18,000	–	–	0.18%	77
2020 Q1	$327K	Buy	18,000 +7,000	+64%	+$188K	0.17%	86
2019 Q4	$353K	Buy	11,000 +3,500	+47%	+$110K	0.12%	93
2019 Q3	$226K	Buy	7,500 +1,500	+25%	+$43.9K	0.08%	107
2019 Q2	$175K	Buy	+6,000	New	+$167K	0.07%	94
2018 Q3	–	Sell	-6,000	Closed	-$197K	–	90
2018 Q2	$197K	Hold	6,000	–	–	0.08%	86
2018 Q1	$177K	Hold	6,000	–	–	0.07%	99
2017 Q4	$187K	Buy	+6,000	New	+$189K	0.07%	97