Engineers Gate Manager’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-19,148
| Closed | -$521K | – | 2238 |
|
|
2025
Q3 | $521K | Buy |
19,148
+10,329
| +117% | +$276K | 0.01% | 1504 |
|
|
2025
Q2 | $226K | Sell |
8,819
-2,875
| -25% | -$71.7K | ﹤0.01% | 1854 |
|
|
2025
Q1 | $292K | Buy |
+11,694
| New | +$316K | ﹤0.01% | 1723 |
|
|
2024
Q1 | – | Sell |
-12,336
| Closed | -$263K | – | 2033 |
|
|
2023
Q4 | $263K | Buy |
12,336
+266
| +2% | +$4.74K | 0.01% | 1524 |
|
|
2023
Q3 | $203K | Sell |
12,070
-3,021
| -20% | -$53.1K | 0.01% | 1493 |
|
|
2023
Q2 | $238K | Buy |
15,091
+4,488
| +42% | +$76K | 0.01% | 1404 |
|
|
2023
Q1 | $204K | Buy |
10,603
+2,356
| +29% | +$55.2K | 0.01% | 1418 |
|
|
2022
Q4 | $201K | Buy |
+8,247
| New | +$203K | 0.01% | 1377 |
|
|
2022
Q2 | – | Sell |
-13,977
| Closed | -$421K | – | 2009 |
|
|
2022
Q1 | $421K | Buy |
13,977
+5,375
| +62% | +$173K | 0.02% | 1162 |
|
|
2021
Q4 | $274K | Buy |
8,602
+1,921
| +29% | +$61.4K | 0.01% | 1457 |
|
|
2021
Q3 | $205K | Sell |
6,681
-1,794
| -21% | -$54.3K | 0.01% | 1426 |
|
|
2021
Q2 | $254K | Buy |
8,475
+319
| +4% | +$9.96K | 0.02% | 1255 |
|
|
2021
Q1 | $247K | Sell |
8,156
-4,990
| -38% | -$135K | 0.01% | 1455 |
|
|
2020
Q4 | $296K | Sell |
13,146
-2,642
| -17% | -$51.2K | 0.01% | 1301 |
|
|
2020
Q3 | $243K | Buy |
15,788
+4,672
| +42% | +$76.7K | 0.01% | 1351 |
|
|
2020
Q2 | $207K | Buy |
+11,116
| New | +$194K | 0.01% | 1429 |
|
|
2020
Q1 | – | Sell |
-8,658
| Closed | -$278K | – | 1685 |
|
|
2019
Q4 | $278K | Buy |
+8,658
| New | +$273K | 0.01% | 1291 |
|
|
2018
Q4 | – | Sell |
-7,245
| Closed | -$227K | – | 951 |
|
|
2018
Q3 | $227K | Buy |
+7,245
| New | +$234K | 0.02% | 706 |
|
Other funds holding FISI
PCA
ACM
