First Business Financial Services’s Thomson Reuters TRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$355K	Hold	3,881	–	–	0.03%	140
2025 Q4	$520K	Hold	3,881	–	–	0.05%	110
2025 Q3	$612K	Hold	3,881	–	–	0.06%	113
2025 Q2	$793K	Hold	3,881	–	–	0.07%	96
2025 Q1	$681K	Hold	3,881	–	–	0.07%	101
2024 Q4	$632K	Hold	3,881	–	–	0.06%	106
2024 Q3	$673K	Hold	3,881	–	–	0.07%	98
2024 Q2	$665K	Hold	3,881	–	–	0.07%	92
2024 Q1	$614K	Sell	3,881 -527	-12%	-$82K	0.07%	98
2023 Q4	$655K	Sell	4,408 -886	-17%	-$120K	0.08%	95
2023 Q3	$658K	Buy	+5,294	New	+$698K	0.08%	97
2023 Q2	–	Sell	-5,297	Closed	-$726K	–	178
2023 Q1	$726K	Hold	5,297	–	–	0.09%	88
2022 Q4	$637K	Hold	5,297	–	–	0.09%	92
2022 Q3	$573K	Hold	5,297	–	–	0.08%	92
2022 Q2	$582K	Hold	5,297	–	–	0.08%	94
2022 Q1	$607K	Hold	5,297	–	–	0.07%	95
2021 Q4	$668K	Hold	5,297	–	–	0.07%	98
2021 Q3	$617K	Hold	5,297	–	–	0.07%	98
2021 Q2	$554K	Buy	5,297 +351	+7%	+$35.2K	0.06%	98
2021 Q1	$456K	Buy	4,946 +482	+11%	+$42.9K	0.06%	95
2020 Q4	$385K	Hold	4,464	–	–	0.06%	95
2020 Q3	$375K	Hold	4,464	–	–	0.06%	88
2020 Q2	$320K	Sell	4,464 -756	-14%	-$54.7K	0.06%	94
2020 Q1	$373K	Hold	5,220	–	–	0.07%	78
2019 Q4	$394K	Hold	5,220	–	–	0.06%	92
2019 Q3	$368K	Hold	5,220	–	–	0.06%	89
2019 Q2	$355K	Buy	+5,220	New	+$346K	0.06%	91