First Business Financial Services’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 | $20M | Buy |
394,491
+672
| +0.2% | +$34K | 1.8% | 10 |
|
|
2025
Q1 | $18.6M | Buy |
393,819
+17,731
| +5% | +$836K | 1.83% | 10 |
|
|
2024
Q4 | $17.4M | Buy |
376,088
+10,176
| +3% | +$471K | 1.72% | 10 |
|
|
2024
Q3 | $16.7M | Buy |
365,912
+12,194
| +3% | +$556K | 1.67% | 10 |
|
|
2024
Q2 | $13.1M | Buy |
353,718
+3,528
| +1% | +$131K | 1.39% | 10 |
|
|
2024
Q1 | $13.1M | Buy |
350,190
+668
| +0.2% | +$25.1K | 1.41% | 10 |
|
|
2023
Q4 | $14M | Sell |
349,522
-6,030
| -2% | -$242K | 1.63% | 10 |
|
|
2023
Q3 | $10.7M | Sell |
355,552
-7,343
| -2% | -$220K | 1.36% | 10 |
|
|
2023
Q2 | $10.7M | Buy |
362,895
+8,380
| +2% | +$247K | 1.32% | 10 |
|
|
2023
Q1 | $10.8M | Sell |
354,515
-530
| -0.1% | -$16.2K | 1.36% | 12 |
|
|
2022
Q4 | $13M | Sell |
355,045
-5,478
| -2% | -$200K | 1.74% | 11 |
|
|
2022
Q3 | $11.6M | Buy |
360,523
+5,560
| +2% | +$180K | 1.66% | 11 |
|
|
2022
Q2 | $11.1M | Buy |
354,963
+12,000
| +3% | +$374K | 1.49% | 11 |
|
|
2022
Q1 | $11.3M | Buy |
342,963
+258
| +0.1% | +$8.47K | 1.24% | 10 |
|
|
2021
Q4 | $10M | Buy |
342,705
+520
| +0.2% | +$15.2K | 1.06% | 10 |
|
|
2021
Q3 | $9.82M | Buy |
342,185
+1,068
| +0.3% | +$30.7K | 1.12% | 10 |
|
|
2021
Q2 | $9.23M | Sell |
341,117
-4,648
| -1% | -$126K | 1.08% | 11 |
|
|
2021
Q1 | $8.55M | Buy |
345,765
+1,147
| +0.3% | +$28.4K | 1.14% | 11 |
|
|
2020
Q4 | $6.34M | Buy |
344,618
+2,213
| +0.6% | +$40.7K | 0.92% | 12 |
|
|
2020
Q3 | $4.89M | Buy |
342,405
+11,282
| +3% | +$161K | 0.82% | 14 |
|
|
2020
Q2 | $5.45M | Sell |
331,123
-2,150
| -0.6% | -$35.4K | 0.98% | 13 |
|
|
2020
Q1 | $5.17M | Sell |
333,273
-15,056
| -4% | -$233K | 1.03% | 13 |
|
|
2019
Q4 | $9.17M | Sell |
348,329
-15,632
| -4% | -$412K | 1.45% | 11 |
|
|
2019
Q3 | $8.76M | Buy |
363,961
+690
| +0.2% | +$16.6K | 1.5% | 11 |
|
|
2019
Q2 | $8.54M | Sell |
363,271
-22,886
| -6% | -$538K | 1.48% | 10 |
|
|
2019
Q1 | $7.73M | Sell |
386,157
-10,640
| -3% | -$213K | 1.38% | 10 |
|
|
2018
Q4 | $7.74M | Buy |
396,797
+9,775
| +3% | +$191K | 1.32% | 16 |
|
|
2018
Q3 | $8.97M | Buy |
387,022
+1,578
| +0.4% | +$36.6K | 1.41% | 15 |
|
|
2018
Q2 | $10M | Buy |
385,444
+222
| +0.1% | +$5.76K | 1.79% | 13 |
|
|
2018
Q1 | $10M | Sell |
385,222
-61
| -0% | -$1.59K | 1.86% | 11 |
|
|
2017
Q4 | $8.52M | Sell |
385,283
-5,530
| -1% | -$122K | 1.56% | 10 |
|
|
2017
Q3 | $8.87M | Sell |
390,813
-7,971
| -2% | -$181K | 1.76% | 10 |
|
|
2017
Q2 | $9.2M | Buy |
398,784
+3,250
| +0.8% | +$75K | 1.89% | 11 |
|
|
2017
Q1 | $10.3M | Sell |
395,534
-11,919
| -3% | -$309K | 2.16% | 11 |
|
|
2016
Q4 | $9.67M | Buy |
407,453
+11,605
| +3% | +$275K | 2.24% | 10 |
|
|
2016
Q3 | $9.3M | Buy |
395,848
+4,901
| +1% | +$115K | 2.27% | 11 |
|
|
2016
Q2 | $9.18M | Sell |
390,947
-21,572
| -5% | -$506K | 2.36% | 10 |
|
|
2016
Q1 | $9.46M | Sell |
412,519
-1,812
| -0.4% | -$41.5K | 2.58% | 11 |
|
|
2015
Q4 | $10.4M | Sell |
414,331
-43,104
| -9% | -$1.08M | 3.1% | 11 |
|
|
2015
Q3 | $10.8M | Buy |
457,435
+9,381
| +2% | +$221K | 3.44% | 7 |
|
|
2015
Q2 | $10.5M | Buy |
448,054
+2,116
| +0.5% | +$49.6K | 3.05% | 7 |
|
|
2015
Q1 | $9.64M | Buy |
445,938
+314
| +0.1% | +$6.79K | 2.91% | 7 |
|
|
2014
Q4 | $10.7M | Sell |
445,624
-6,006
| -1% | -$144K | 3.44% | 9 |
|
|
2014
Q3 | $9.91M | Buy |
451,630
+14,620
| +3% | +$321K | 3.59% | 6 |
|
|
2014
Q2 | $10.3M | Buy |
437,010
+22,558
| +5% | +$530K | 3.82% | 7 |
|
|
2014
Q1 | $9.78M | Buy |
414,452
+724
| +0.2% | +$17.1K | 3.89% | 7 |
|
|
2013
Q4 | $7.78M | Buy |
413,728
+51,284
| +14% | +$965K | 3.24% | 9 |
|
|
2013
Q3 | $5.92M | Sell |
362,444
-12,188
| -3% | -$199K | 3.15% | 8 |
|
|
2013
Q2 | $5.61M | Buy |
+374,632
| New | +$5.61M | 3.29% | 7 |
|