Cutler Capital Management’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 | $1.23M | Buy |
47,925
+900
| +2% | +$23.1K | 0.43% | 64 |
|
|
2025
Q1 | $1.17M | Buy |
47,025
+1,300
| +3% | +$32.4K | 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% | +$811 | 0.34% | 71 |
|
|
2024
Q1 | $860K | Buy |
45,683
+37
| +0.1% | +$696 | 0.34% | 68 |
|
|
2023
Q4 | $972K | Buy |
45,646
+46
| +0.1% | +$980 | 0.4% | 62 |
|
|
2023
Q3 | $767K | Buy |
45,600
+2,600
| +6% | +$43.8K | 0.35% | 66 |
|
|
2023
Q2 | $677K | Buy |
43,000
+3,000
| +8% | +$47.2K | 0.32% | 67 |
|
|
2023
Q1 | $771K | Buy |
40,000
+4,000
| +11% | +$77.1K | 0.34% | 66 |
|
|
2022
Q4 | $877K | Hold |
36,000
| – | – | 0.36% | 64 |
|
|
2022
Q3 | $867K | Buy |
36,000
+1,000
| +3% | +$24.1K | 0.4% | 60 |
|
|
2022
Q2 | $911K | Buy |
35,000
+1,000
| +3% | +$26K | 0.35% | 66 |
|
|
2022
Q1 | $1.02M | Buy |
34,000
+1,000
| +3% | +$30.1K | 0.36% | 68 |
|
|
2021
Q4 | $1.05M | Buy |
33,000
+500
| +2% | +$15.9K | 0.38% | 68 |
|
|
2021
Q3 | $996K | Buy |
32,500
+7,500
| +30% | +$230K | 0.38% | 73 |
|
|
2021
Q2 | $750K | Buy |
25,000
+4,000
| +19% | +$120K | 0.29% | 74 |
|
|
2021
Q1 | $636K | Buy |
21,000
+2,000
| +11% | +$60.6K | 0.26% | 78 |
|
|
2020
Q4 | $428K | Buy |
19,000
+1,000
| +6% | +$22.5K | 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% | +$127K | 0.17% | 86 |
|
|
2019
Q4 | $353K | Buy |
11,000
+3,500
| +47% | +$112K | 0.12% | 93 |
|
|
2019
Q3 | $226K | Buy |
7,500
+1,500
| +25% | +$45.2K | 0.08% | 107 |
|
|
2019
Q2 | $175K | Buy |
+6,000
| New | +$175K | 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 | +$187K | 0.07% | 97 |
|