Invesco’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 | $2.95M | Buy |
58,169
+400
| +0.7% | +$20.3K | ﹤0.01% | 2421 |
|
|
2025
Q1 | $2.72M | Sell |
57,769
-26,853
| -32% | -$1.27M | ﹤0.01% | 2414 |
|
|
2024
Q4 | $3.92M | Buy |
+84,622
| New | +$3.92M | ﹤0.01% | 2362 |
|
|
2024
Q3 | – | Sell |
-18,079
| Closed | -$669K | – | 3779 |
|
|
2024
Q2 | $669K | Buy |
18,079
+1,172
| +7% | +$43.4K | ﹤0.01% | 3141 |
|
|
2024
Q1 | $634K | Sell |
16,907
-1,822
| -10% | -$68.3K | ﹤0.01% | 3200 |
|
|
2023
Q4 | $751K | Buy |
18,729
+4,702
| +34% | +$189K | ﹤0.01% | 3010 |
|
|
2023
Q3 | $421K | Buy |
14,027
+96
| +0.7% | +$2.88K | ﹤0.01% | 3269 |
|
|
2023
Q2 | $411K | Sell |
13,931
-2,660
| -16% | -$78.4K | ﹤0.01% | 3338 |
|
|
2023
Q1 | $506K | Buy |
16,591
+4,325
| +35% | +$132K | ﹤0.01% | 3243 |
|
|
2022
Q4 | $448K | Sell |
12,266
-31,249
| -72% | -$1.14M | ﹤0.01% | 3308 |
|
|
2022
Q3 | $1.41M | Sell |
43,515
-4,199
| -9% | -$136K | ﹤0.01% | 2777 |
|
|
2022
Q2 | $1.49M | Buy |
+47,714
| New | +$1.49M | ﹤0.01% | 2813 |
|
|
2021
Q1 | – | Sell |
-13,541
| Closed | -$249K | – | 3855 |
|
|
2020
Q4 | $249K | Sell |
13,541
-3,184
| -19% | -$58.5K | ﹤0.01% | 3448 |
|
|
2020
Q3 | $239K | Sell |
16,725
-8,191
| -33% | -$117K | ﹤0.01% | 3375 |
|
|
2020
Q2 | $410K | Buy |
24,916
+2,154
| +9% | +$35.4K | ﹤0.01% | 3206 |
|
|
2020
Q1 | $353K | Buy |
22,762
+7,613
| +50% | +$118K | ﹤0.01% | 3183 |
|
|
2019
Q4 | $399K | Buy |
15,149
+1,697
| +13% | +$44.7K | ﹤0.01% | 3298 |
|
|
2019
Q3 | $324K | Buy |
+13,452
| New | +$324K | ﹤0.01% | 3360 |
|
|
2017
Q1 | – | Sell |
-11,549
| Closed | -$274K | – | 3702 |
|
|
2016
Q4 | $274K | Sell |
11,549
-53
| -0.5% | -$1.26K | ﹤0.01% | 3486 |
|
|
2016
Q3 | $273K | Buy |
11,602
+1,335
| +13% | +$31.4K | ﹤0.01% | 3458 |
|
|
2016
Q2 | $241K | Sell |
10,267
-98
| -0.9% | -$2.3K | ﹤0.01% | 3492 |
|
|
2016
Q1 | $237K | Buy |
+10,365
| New | +$237K | ﹤0.01% | 3516 |
|
|
2015
Q3 | – | Sell |
-5,510
| Closed | -$130K | – | 3824 |
|
|
2015
Q2 | $130K | Buy |
5,510
+170
| +3% | +$4.01K | ﹤0.01% | 3818 |
|
|
2015
Q1 | $116K | Sell |
5,340
-50,504
| -90% | -$1.1M | ﹤0.01% | 3778 |
|
|
2014
Q4 | $1.34M | Buy |
55,844
+48,858
| +699% | +$1.17M | ﹤0.01% | 2773 |
|
|
2014
Q3 | $153K | Sell |
6,986
-2,676
| -28% | -$58.6K | ﹤0.01% | 3756 |
|
|
2014
Q2 | $227K | Sell |
9,662
-1,992
| -17% | -$46.8K | ﹤0.01% | 3658 |
|
|
2014
Q1 | $275K | Buy |
11,654
+8,494
| +269% | +$200K | ﹤0.01% | 3624 |
|
|
2013
Q4 | $59K | Buy |
+3,160
| New | +$59K | ﹤0.01% | 4073 |
|