Engineers Gate Manager’s Financial Institutions FISI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
8,819
-2,875
-25% -$73.8K ﹤0.01% 1854
2025
Q1
$292K Buy
+11,694
New +$292K ﹤0.01% 1723
2024
Q1
Sell
-12,336
Closed -$263K 2033
2023
Q4
$263K Buy
12,336
+266
+2% +$5.67K 0.01% 1524
2023
Q3
$203K Sell
12,070
-3,021
-20% -$50.8K 0.01% 1493
2023
Q2
$238K Buy
15,091
+4,488
+42% +$70.6K 0.01% 1404
2023
Q1
$204K Buy
10,603
+2,356
+29% +$45.4K 0.01% 1418
2022
Q4
$201K Buy
+8,247
New +$201K 0.01% 1377
2022
Q2
Sell
-13,977
Closed -$421K 2009
2022
Q1
$421K Buy
13,977
+5,375
+62% +$162K 0.02% 1162
2021
Q4
$274K Buy
8,602
+1,921
+29% +$61.2K 0.01% 1457
2021
Q3
$205K Sell
6,681
-1,794
-21% -$55K 0.01% 1426
2021
Q2
$254K Buy
8,475
+319
+4% +$9.56K 0.02% 1255
2021
Q1
$247K Sell
8,156
-4,990
-38% -$151K 0.01% 1455
2020
Q4
$296K Sell
13,146
-2,642
-17% -$59.5K 0.01% 1301
2020
Q3
$243K Buy
15,788
+4,672
+42% +$71.9K 0.01% 1351
2020
Q2
$207K Buy
+11,116
New +$207K 0.01% 1429
2020
Q1
Sell
-8,658
Closed -$278K 1685
2019
Q4
$278K Buy
+8,658
New +$278K 0.01% 1291
2018
Q4
Sell
-7,245
Closed -$227K 951
2018
Q3
$227K Buy
+7,245
New +$227K 0.02% 706