EMC 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 | $77K | Sell |
2,991
-4,089
| -58% | -$105K | 0.04% | 216 |
|
|
2025
Q1 | $177K | Hold |
7,080
| – | – | 0.11% | 166 |
|
|
2024
Q4 | $193K | Sell |
7,080
-1,629
| -19% | -$44.4K | 0.11% | 166 |
|
|
2024
Q3 | $127K | Buy |
8,709
+1,629
| +23% | +$23.8K | 0.08% | 207 |
|
|
2024
Q2 | $137K | Hold |
7,080
| – | – | 0.08% | 209 |
|
|
2024
Q1 | $133K | Buy |
7,080
+508
| +8% | +$9.54K | 0.08% | 216 |
|
|
2023
Q4 | $140K | Hold |
6,572
| – | – | 0.09% | 188 |
|
|
2023
Q3 | $111K | Buy |
6,572
+1,028
| +19% | +$17.4K | 0.08% | 204 |
|
|
2023
Q2 | $150 | Sell |
5,544
-1,028
| -16% | -$28 | 0.12% | 171 |
|
|
2023
Q1 | $127K | Hold |
6,572
| – | – | 0.11% | 191 |
|
|
2022
Q4 | $160K | Hold |
6,572
| – | – | 0.14% | 171 |
|
|
2022
Q3 | $158K | Hold |
6,572
| – | – | 0.15% | 144 |
|
|
2022
Q2 | $171K | Sell |
6,572
-1,207
| -16% | -$31.4K | 0.15% | 149 |
|
|
2022
Q1 | $217K | Buy |
+7,779
| New | +$217K | 0.16% | 104 |
|