Hillsdale Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
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|
2025
Q1 | $3.78M | Buy |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $137K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $69K | Sell |
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|
2023
Q2 | $79.6K | Sell |
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|
2023
Q1 | $88.5K | Buy |
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|
2022
Q4 | $95K | Buy |
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|
2022
Q3 | $74K | Sell |
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|
2022
Q2 | $81K | Hold |
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|
2022
Q1 | $85K | Hold |
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|
2021
Q4 | $76K | Buy |
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|
2021
Q3 | $57K | Buy |
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|
2021
Q2 | $43K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $440K | Sell |
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|
2020
Q2 | $770K | Sell |
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|
2020
Q1 | $744K | Hold |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $700K | Buy |
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|
2019
Q1 | $22K | Buy |
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|
2018
Q4 | $18K | Buy |
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|
2018
Q3 | $16K | Sell |
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|
2018
Q2 | $765K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $621K | Buy |
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|
2014
Q1 | $171K | Buy |
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