Harbour Investments’s First Business Financial Services FBIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$66.7K	Buy	1,237 +1,001	+424%	+$55.6K	﹤0.01%	2180
2025 Q4	$12.8K	Buy	236 +1	+0.4%	+$52	﹤0.01%	2623
2025 Q3	$12K	Buy	235 +1	+0.4%	+$51	﹤0.01%	2594
2025 Q2	$11.8K	Buy	234 +2	+0.9%	+$96	﹤0.01%	2478
2025 Q1	$11K	Buy	232 +1	+0.4%	+$49	﹤0.01%	2480
2024 Q4	$10.7K	Hold	231	–	–	﹤0.01%	2415
2024 Q3	$10.5K	Hold	231	–	–	﹤0.01%	2333
2024 Q2	$8.54K	Buy	231 +17	+8%	+$584	﹤0.01%	2320
2024 Q1	$8.03K	Sell	214 -52	-20%	-$1.87K	﹤0.01%	2308
2023 Q4	$10.7K	Hold	266	–	–	﹤0.01%	2119
2023 Q3	$7.98K	Sell	266 -42	-14%	-$1.33K	﹤0.01%	2118
2023 Q2	$9.08K	Hold	308	–	–	﹤0.01%	2073
2023 Q1	$9.4K	Hold	308	–	–	﹤0.01%	2031
2022 Q4	$11.3K	Hold	308	–	–	﹤0.01%	1909
2022 Q3	$10K	Hold	308	–	–	﹤0.01%	1921
2022 Q2	$10K	Buy	+308	New	+$10.3K	﹤0.01%	1921
2021 Q4	$9K	Sell	308 -2,000	-87%	-$58.5K	﹤0.01%	1966
2021 Q3	$66K	Hold	2,308	–	–	﹤0.01%	1600
2021 Q2	$62K	Hold	2,308	–	–	﹤0.01%	1684
2021 Q1	$57K	Buy	+2,308	New	+$51.9K	﹤0.01%	1613