Empowered Funds’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 | $1.85M | Sell |
36,505
-5,066
| -12% | -$257K | 0.02% | 857 |
|
|
2025
Q1 | $1.96M | Sell |
41,571
-3,450
| -8% | -$163K | 0.03% | 757 |
|
|
2024
Q4 | $2.08M | Buy |
45,021
+2,156
| +5% | +$99.8K | 0.03% | 721 |
|
|
2024
Q3 | $1.95M | Sell |
42,865
-1,296
| -3% | -$59.1K | 0.03% | 684 |
|
|
2024
Q2 | $1.63M | Buy |
44,161
+3,060
| +7% | +$113K | 0.03% | 680 |
|
|
2024
Q1 | $1.54M | Buy |
41,101
+2,975
| +8% | +$112K | 0.03% | 697 |
|
|
2023
Q4 | $1.53M | Buy |
38,126
+3,368
| +10% | +$135K | 0.04% | 617 |
|
|
2023
Q3 | $1.04M | Buy |
34,758
+2,844
| +9% | +$85.3K | 0.03% | 657 |
|
|
2023
Q2 | $941K | Buy |
+31,914
| New | +$941K | 0.03% | 625 |
|