Great Lakes Advisors’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
15,060
-2,426
| -14% | -$62.3K | ﹤0.01% | 654 |
|
|
2025
Q1 | $436K | Sell |
17,486
-453
| -3% | -$11.3K | ﹤0.01% | 622 |
|
|
2024
Q4 | $490K | Buy |
17,939
+11
| +0.1% | +$300 | ﹤0.01% | 659 |
|
|
2024
Q3 | $457K | Sell |
17,928
-2,699
| -13% | -$68.7K | ﹤0.01% | 664 |
|
|
2024
Q2 | $399K | Buy |
+20,627
| New | +$399K | ﹤0.01% | 688 |
|
|
2023
Q4 | – | Sell |
-13,957
| Closed | -$235K | – | 786 |
|
|
2023
Q3 | $235K | Buy |
+13,957
| New | +$235K | ﹤0.01% | 698 |
|
|
2021
Q2 | – | Sell |
-8,762
| Closed | -$265K | – | 720 |
|
|
2021
Q1 | $265K | Buy |
+8,762
| New | +$265K | ﹤0.01% | 605 |
|