Hillsdale Investment Management’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 | $5.27M | Buy |
104,071
+23,800
| +30% | +$1.21M | 0.19% | 156 |
|
|
2025
Q1 | $3.78M | Buy |
80,271
+27,629
| +52% | +$1.3M | 0.19% | 126 |
|
|
2024
Q4 | $2.44M | Buy |
52,642
+49,628
| +1,647% | +$2.3M | 0.12% | 201 |
|
|
2024
Q3 | $137K | Buy |
+3,014
| New | +$137K | 0.01% | 425 |
|
|
2023
Q4 | – | Sell |
-2,300
| Closed | -$69K | – | 590 |
|
|
2023
Q3 | $69K | Sell |
2,300
-400
| -15% | -$12K | 0.01% | 415 |
|
|
2023
Q2 | $79.6K | Sell |
2,700
-200
| -7% | -$5.9K | 0.01% | 384 |
|
|
2023
Q1 | $88.5K | Buy |
2,900
+300
| +12% | +$9.15K | 0.01% | 471 |
|
|
2022
Q4 | $95K | Buy |
2,600
+300
| +13% | +$11K | 0.01% | 459 |
|
|
2022
Q3 | $74K | Sell |
2,300
-300
| -12% | -$9.65K | 0.01% | 450 |
|
|
2022
Q2 | $81K | Hold |
2,600
| – | – | 0.01% | 438 |
|
|
2022
Q1 | $85K | Hold |
2,600
| – | – | 0.01% | 448 |
|
|
2021
Q4 | $76K | Buy |
2,600
+600
| +30% | +$17.5K | 0.01% | 457 |
|
|
2021
Q3 | $57K | Buy |
2,000
+400
| +25% | +$11.4K | ﹤0.01% | 463 |
|
|
2021
Q2 | $43K | Buy |
+1,600
| New | +$43K | ﹤0.01% | 480 |
|
|
2020
Q4 | – | Sell |
-30,741
| Closed | -$440K | – | 616 |
|
|
2020
Q3 | $440K | Sell |
30,741
-16,059
| -34% | -$230K | 0.04% | 351 |
|
|
2020
Q2 | $770K | Sell |
46,800
-1,200
| -3% | -$19.7K | 0.07% | 236 |
|
|
2020
Q1 | $744K | Hold |
48,000
| – | – | 0.09% | 187 |
|
|
2019
Q4 | $1.26M | Buy |
48,000
+6,000
| +14% | +$158K | 0.11% | 171 |
|
|
2019
Q3 | $1.01M | Buy |
42,000
+12,200
| +41% | +$294K | 0.09% | 176 |
|
|
2019
Q2 | $700K | Buy |
29,800
+28,700
| +2,609% | +$674K | 0.07% | 270 |
|
|
2019
Q1 | $22K | Buy |
1,100
+200
| +22% | +$4K | ﹤0.01% | 463 |
|
|
2018
Q4 | $18K | Buy |
900
+200
| +29% | +$4K | ﹤0.01% | 447 |
|
|
2018
Q3 | $16K | Sell |
700
-28,700
| -98% | -$656K | ﹤0.01% | 339 |
|
|
2018
Q2 | $765K | Buy |
+29,400
| New | +$765K | 0.09% | 171 |
|
|
2014
Q3 | – | Sell |
-26,400
| Closed | -$621K | – | 558 |
|
|
2014
Q2 | $621K | Buy |
26,400
+19,162
| +265% | +$451K | 0.14% | 87 |
|
|
2014
Q1 | $171K | Buy |
+7,238
| New | +$171K | 0.05% | 329 |
|