IFP Advisors’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
$7.85K Buy
133
+16
+14% +$945 ﹤0.01% 3066
2025
Q1
$5.52K Sell
117
-1
-0.8% -$47 ﹤0.01% 2800
2024
Q4
$5.46K Buy
118
+1
+0.9% +$46 ﹤0.01% 2764
2024
Q3
$5.33K Buy
+117
New +$5.33K ﹤0.01% 2647