De Lisle Partners’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Buy |
150,390
+11,016
| +8% | +$342K | 0.66% | 42 |
|
|
2025
Q1 | $4.16M | Buy |
139,374
+18,536
| +15% | +$553K | 0.69% | 41 |
|
|
2024
Q4 | $4.07M | Hold |
120,838
| – | – | 0.6% | 50 |
|
|
2024
Q3 | $3.62M | Buy |
120,838
+10,000
| +9% | +$300K | 0.59% | 47 |
|
|
2024
Q2 | $2.25M | Hold |
110,838
| – | – | 0.49% | 62 |
|
|
2024
Q1 | $2.55M | Buy |
+110,838
| New | +$2.55M | 0.59% | 52 |
|