Hotchkis & Wiley Capital 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
Q1 | – | Sell |
-63,319
| Closed | -$2.93M | – | 480 |
|
|
2024
Q4 | $2.93M | Sell |
63,319
-2,560
| -4% | -$119K | 0.01% | 446 |
|
|
2024
Q3 | $3M | Sell |
65,879
-21,630
| -25% | -$986K | 0.01% | 444 |
|
|
2024
Q2 | $3.24M | Buy |
87,509
+5,940
| +7% | +$220K | 0.01% | 414 |
|
|
2024
Q1 | $3.06M | Sell |
81,569
-1,300
| -2% | -$48.8K | 0.01% | 433 |
|
|
2023
Q4 | $3.32M | Sell |
82,869
-3,000
| -3% | -$120K | 0.01% | 424 |
|
|
2023
Q3 | $2.58M | Buy |
85,869
+1,800
| +2% | +$54K | 0.01% | 442 |
|
|
2023
Q2 | $2.48M | Buy |
84,069
+12,390
| +17% | +$365K | 0.01% | 453 |
|
|
2023
Q1 | $2.19M | Buy |
71,679
+1,700
| +2% | +$51.9K | 0.01% | 443 |
|
|
2022
Q4 | $2.56M | Sell |
69,979
-3,420
| -5% | -$125K | 0.01% | 427 |
|
|
2022
Q3 | $2.37M | Sell |
73,399
-9,900
| -12% | -$320K | 0.01% | 420 |
|
|
2022
Q2 | $2.6M | Buy |
83,299
+2,130
| +3% | +$66.4K | 0.01% | 420 |
|
|
2022
Q1 | $2.66M | Buy |
81,169
+4,783
| +6% | +$157K | 0.01% | 428 |
|
|
2021
Q4 | $2.23M | Sell |
76,386
-1,000
| -1% | -$29.2K | 0.01% | 461 |
|
|
2021
Q3 | $2.22M | Sell |
77,386
-7,840
| -9% | -$225K | 0.01% | 440 |
|
|
2021
Q2 | $2.31M | Sell |
85,226
-2,300
| -3% | -$62.3K | 0.01% | 434 |
|
|
2021
Q1 | $2.17M | Sell |
87,526
-5,160
| -6% | -$128K | 0.01% | 427 |
|
|
2020
Q4 | $1.71M | Buy |
92,686
+12,900
| +16% | +$237K | 0.01% | 449 |
|
|
2020
Q3 | $1.14M | Buy |
79,786
+10,510
| +15% | +$150K | 0.01% | 428 |
|
|
2020
Q2 | $1.14M | Sell |
69,276
-1,860
| -3% | -$30.6K | 0.01% | 432 |
|
|
2020
Q1 | $1.1M | Sell |
71,136
-200
| -0.3% | -$3.1K | 0.01% | 414 |
|
|
2019
Q4 | $1.88M | Buy |
71,336
+6,020
| +9% | +$158K | 0.01% | 410 |
|
|
2019
Q3 | $1.57M | Buy |
65,316
+1,030
| +2% | +$24.8K | 0.01% | 410 |
|
|
2019
Q2 | $1.51M | Buy |
64,286
+270
| +0.4% | +$6.35K | 0.01% | 402 |
|
|
2019
Q1 | $1.28M | Buy |
64,016
+17,300
| +37% | +$346K | 0.01% | 452 |
|
|
2018
Q4 | $911K | Sell |
46,716
-904
| -2% | -$17.6K | ﹤0.01% | 453 |
|
|
2018
Q3 | $1.1M | Buy |
47,620
+12,984
| +37% | +$301K | ﹤0.01% | 450 |
|
|
2018
Q2 | $901K | Buy |
34,636
+16,863
| +95% | +$439K | ﹤0.01% | 414 |
|
|
2018
Q1 | $447K | Hold |
17,773
| – | – | ﹤0.01% | 412 |
|
|
2017
Q4 | $393K | Buy |
+17,773
| New | +$393K | ﹤0.01% | 450 |
|