Invesco’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $562K | Sell |
10,420
-795
| -7% | -$44.2K | ﹤0.01% | 3117 |
|
|
2025
Q4 | $609K | Buy |
11,215
+1,848
| +20% | +$96.6K | ﹤0.01% | 3132 |
|
|
2025
Q3 | $480K | Sell |
9,367
-48,802
| -84% | -$2.5M | ﹤0.01% | 3234 |
|
|
2025
Q2 | $2.95M | Buy |
58,169
+400
| +0.7% | +$19.2K | ﹤0.01% | 2422 |
|
|
2025
Q1 | $2.72M | Sell |
57,769
-26,853
| -32% | -$1.33M | ﹤0.01% | 2422 |
|
|
2024
Q4 | $3.92M | Buy |
+84,622
| New | +$3.96M | ﹤0.01% | 2369 |
|
|
2024
Q3 | – | Sell |
-18,079
| Closed | -$669K | – | 3795 |
|
|
2024
Q2 | $669K | Buy |
18,079
+1,172
| +7% | +$40.3K | ﹤0.01% | 3153 |
|
|
2024
Q1 | $634K | Sell |
16,907
-1,822
| -10% | -$65.6K | ﹤0.01% | 3214 |
|
|
2023
Q4 | $751K | Buy |
18,729
+4,702
| +34% | +$158K | ﹤0.01% | 3019 |
|
|
2023
Q3 | $421K | Buy |
14,027
+96
| +0.7% | +$3.03K | ﹤0.01% | 3283 |
|
|
2023
Q2 | $411K | Sell |
13,931
-2,660
| -16% | -$75.4K | ﹤0.01% | 3352 |
|
|
2023
Q1 | $506K | Buy |
16,591
+4,325
| +35% | +$148K | ﹤0.01% | 3258 |
|
|
2022
Q4 | $448K | Sell |
12,266
-31,249
| -72% | -$1.15M | ﹤0.01% | 3328 |
|
|
2022
Q3 | $1.41M | Sell |
43,515
-4,199
| -9% | -$139K | ﹤0.01% | 2789 |
|
|
2022
Q2 | $1.49M | Buy |
+47,714
| New | +$1.59M | ﹤0.01% | 2825 |
|
|
2021
Q1 | – | Sell |
-13,541
| Closed | -$249K | – | 3882 |
|
|
2020
Q4 | $249K | Sell |
13,541
-3,184
| -19% | -$57.6K | ﹤0.01% | 3478 |
|
|
2020
Q3 | $239K | Sell |
16,725
-8,191
| -33% | -$127K | ﹤0.01% | 3403 |
|
|
2020
Q2 | $410K | Buy |
24,916
+2,154
| +9% | +$33.7K | ﹤0.01% | 3223 |
|
|
2020
Q1 | $353K | Buy |
22,762
+7,613
| +50% | +$174K | ﹤0.01% | 3204 |
|
|
2019
Q4 | $399K | Buy |
15,149
+1,697
| +13% | +$42.1K | ﹤0.01% | 3339 |
|
|
2019
Q3 | $324K | Buy |
+13,452
| New | +$316K | ﹤0.01% | 3406 |
|
|
2017
Q1 | – | Sell |
-11,549
| Closed | -$274K | – | 3714 |
|
|
2016
Q4 | $274K | Sell |
11,549
-53
| -0.5% | -$1.18K | ﹤0.01% | 3486 |
|
|
2016
Q3 | $273K | Buy |
11,602
+1,335
| +13% | +$30.9K | ﹤0.01% | 3458 |
|
|
2016
Q2 | $241K | Sell |
10,267
-98
| -0.9% | -$2.37K | ﹤0.01% | 3492 |
|
|
2016
Q1 | $237K | Buy |
+10,365
| New | +$231K | ﹤0.01% | 3516 |
|
|
2015
Q3 | – | Sell |
-5,510
| Closed | -$130K | – | 3853 |
|
|
2015
Q2 | $130K | Buy |
5,510
+170
| +3% | +$3.83K | ﹤0.01% | 3818 |
|
|
2015
Q1 | $116K | Sell |
5,340
-50,504
| -90% | -$1.15M | ﹤0.01% | 3778 |
|
|
2014
Q4 | $1.34M | Buy |
55,844
+48,858
| +699% | +$1.1M | ﹤0.01% | 2773 |
|
|
2014
Q3 | $153K | Sell |
6,986
-2,676
| -28% | -$60.2K | ﹤0.01% | 3758 |
|
|
2014
Q2 | $227K | Sell |
9,662
-1,992
| -17% | -$46K | ﹤0.01% | 3658 |
|
|
2014
Q1 | $275K | Buy |
11,654
+8,494
| +269% | +$179K | ﹤0.01% | 3624 |
|
|
2013
Q4 | $59K | Buy |
+3,160
| New | +$56.2K | ﹤0.01% | 4078 |
|
Other funds holding FBIZ
FBFS
VCM
BFC
CCM