Fourthstone LLC’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
Q1 | – | Sell |
-30,239
| Closed | -$1.4M | – | 79 |
|
|
2024
Q4 | $1.4M | Buy |
30,239
+21,715
| +255% | +$1.01M | 0.27% | 40 |
|
|
2024
Q3 | $389K | Buy |
+8,524
| New | +$389K | 0.09% | 61 |
|
|
2022
Q2 | – | Sell |
-169,616
| Closed | -$5.57M | – | 50 |
|
|
2022
Q1 | $5.57M | Sell |
169,616
-41,437
| -20% | -$1.36M | 2.22% | 15 |
|
|
2021
Q4 | $6.16M | Buy |
211,053
+23,711
| +13% | +$692K | 2.32% | 16 |
|
|
2021
Q3 | $5.38M | Buy |
187,342
+37,410
| +25% | +$1.07M | 2.14% | 15 |
|
|
2021
Q2 | $4.12M | Buy |
149,932
+136,016
| +977% | +$3.73M | 1.75% | 16 |
|
|
2021
Q1 | $344K | Buy |
+13,916
| New | +$344K | 0.17% | 35 |
|