HSBC Holdings’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 | $696K | Sell |
13,642
-957
| -7% | -$48.8K | ﹤0.01% | 1552 |
|
|
2025
Q1 | $689K | Buy |
14,599
+556
| +4% | +$26.2K | ﹤0.01% | 1502 |
|
|
2024
Q4 | $655K | Buy |
14,043
+293
| +2% | +$13.7K | ﹤0.01% | 1640 |
|
|
2024
Q3 | $633K | Buy |
13,750
+649
| +5% | +$29.9K | ﹤0.01% | 1547 |
|
|
2024
Q2 | $472K | Sell |
13,101
-734
| -5% | -$26.4K | ﹤0.01% | 1663 |
|
|
2024
Q1 | $519K | Buy |
13,835
+276
| +2% | +$10.4K | ﹤0.01% | 1694 |
|
|
2023
Q4 | $556K | Sell |
13,559
-728
| -5% | -$29.8K | ﹤0.01% | 1598 |
|
|
2023
Q3 | $423K | Sell |
14,287
-477
| -3% | -$14.1K | ﹤0.01% | 1587 |
|
|
2023
Q2 | $441K | Hold |
14,764
| – | – | ﹤0.01% | 1608 |
|
|
2023
Q1 | $445K | Hold |
14,764
| – | – | ﹤0.01% | 1668 |
|
|
2022
Q4 | $540K | Hold |
14,764
| – | – | ﹤0.01% | 1818 |
|
|
2022
Q3 | $484K | Buy |
14,764
+1,548
| +12% | +$50.7K | ﹤0.01% | 1776 |
|
|
2022
Q2 | $411K | Sell |
13,216
-2,228
| -14% | -$69.3K | ﹤0.01% | 2054 |
|
|
2022
Q1 | $510K | Hold |
15,444
| – | – | ﹤0.01% | 2058 |
|
|
2021
Q4 | $450K | Hold |
15,444
| – | – | ﹤0.01% | 2065 |
|
|
2021
Q3 | $448K | Buy |
15,444
+1,233
| +9% | +$35.8K | ﹤0.01% | 1877 |
|
|
2021
Q2 | $384K | Sell |
14,211
-1,776
| -11% | -$48K | ﹤0.01% | 1950 |
|
|
2021
Q1 | $397K | Sell |
15,987
-5,638
| -26% | -$140K | ﹤0.01% | 1790 |
|
|
2020
Q4 | $407K | Buy |
21,625
+8,480
| +65% | +$160K | ﹤0.01% | 1930 |
|
|
2020
Q3 | $187K | Sell |
13,145
-9
| -0.1% | -$128 | ﹤0.01% | 2060 |
|
|
2020
Q2 | $216K | Buy |
13,154
+2,726
| +26% | +$44.8K | ﹤0.01% | 1939 |
|
|
2020
Q1 | $162K | Sell |
10,428
-35
| -0.3% | -$544 | ﹤0.01% | 1951 |
|
|
2019
Q4 | $275K | Sell |
10,463
-8,081
| -44% | -$212K | ﹤0.01% | 2084 |
|
|
2019
Q3 | $447K | Buy |
+18,544
| New | +$447K | ﹤0.01% | 1830 |
|