De Lisle Partners’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
88,640
+14,000
| +19% | +$709K | 0.63% | 45 |
|
|
2025
Q1 | $3.52M | Buy |
74,640
+3,774
| +5% | +$178K | 0.58% | 55 |
|
|
2024
Q4 | $3.27M | Buy |
70,866
+4,092
| +6% | +$189K | 0.48% | 61 |
|
|
2024
Q3 | $3.04M | Buy |
66,774
+20,183
| +43% | +$919K | 0.49% | 62 |
|
|
2024
Q2 | $1.71M | Hold |
46,591
| – | – | 0.37% | 76 |
|
|
2024
Q1 | $1.74M | Buy |
+46,591
| New | +$1.74M | 0.4% | 77 |
|