Franklin Resources’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 | $1.11M | Sell |
21,974
-19,248
| -47% | -$975K | ﹤0.01% | 1939 |
|
|
2025
Q1 | $1.94M | Sell |
41,222
-16,607
| -29% | -$783K | ﹤0.01% | 1695 |
|
|
2024
Q4 | $2.68M | Sell |
57,829
-31,237
| -35% | -$1.45M | ﹤0.01% | 1625 |
|
|
2024
Q3 | $3.95M | Sell |
89,066
-15,009
| -14% | -$665K | ﹤0.01% | 1454 |
|
|
2024
Q2 | $3.85M | Sell |
104,075
-30,453
| -23% | -$1.13M | ﹤0.01% | 1420 |
|
|
2024
Q1 | $5.04M | Buy |
134,528
+3,704
| +3% | +$139K | ﹤0.01% | 1320 |
|
|
2023
Q4 | $5.25M | Buy |
130,824
+36
| +0% | +$1.44K | ﹤0.01% | 1104 |
|
|
2023
Q3 | $3.92M | Buy |
130,788
+90
| +0.1% | +$2.7K | ﹤0.01% | 1151 |
|
|
2023
Q2 | $3.85M | Buy |
130,698
+48
| +0% | +$1.42K | ﹤0.01% | 1184 |
|
|
2023
Q1 | $3.99M | Buy |
130,650
+15
| +0% | +$458 | ﹤0.01% | 1154 |
|
|
2022
Q4 | $4.77M | Buy |
130,635
+45
| +0% | +$1.65K | ﹤0.01% | 1123 |
|
|
2022
Q3 | $4.22M | Hold |
130,590
| – | – | ﹤0.01% | 1127 |
|
|
2022
Q2 | $4.07M | Sell |
130,590
-2,910
| -2% | -$90.8K | ﹤0.01% | 1155 |
|
|
2022
Q1 | $4.38M | Sell |
133,500
-12,400
| -8% | -$407K | ﹤0.01% | 1196 |
|
|
2021
Q4 | $4.26M | Hold |
145,900
| – | – | ﹤0.01% | 1265 |
|
|
2021
Q3 | $4.19M | Hold |
145,900
| – | – | ﹤0.01% | 1237 |
|
|
2021
Q2 | $3.95M | Buy |
145,900
+68,964
| +90% | +$1.87M | ﹤0.01% | 1191 |
|
|
2021
Q1 | $1.9M | Buy |
76,936
+39,408
| +105% | +$974K | ﹤0.01% | 1347 |
|
|
2020
Q4 | $691K | Buy |
37,528
+20
| +0.1% | +$368 | ﹤0.01% | 1489 |
|
|
2020
Q3 | $536K | Sell |
37,508
-36
| -0.1% | -$514 | ﹤0.01% | 1477 |
|
|
2020
Q2 | $550K | Sell |
37,544
-14,656
| -28% | -$215K | ﹤0.01% | 1370 |
|
|
2020
Q1 | $809K | Buy |
+52,200
| New | +$809K | ﹤0.01% | 1229 |
|