JFS Wealth Advisors’s Associated Banc-Corp ASB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.51K | Sell |
62
-32
| -34% | -$781 | ﹤0.01% | 1465 |
|
2025
Q1 | $2.12K | Sell |
94
-14
| -13% | -$315 | ﹤0.01% | 1446 |
|
2024
Q4 | $2.58K | Buy |
108
+14
| +15% | +$335 | ﹤0.01% | 1376 |
|
2024
Q3 | $2.03K | Buy |
94
+35
| +59% | +$754 | ﹤0.01% | 1486 |
|
2024
Q2 | $1.25K | Hold |
59
| – | – | ﹤0.01% | 1614 |
|
2024
Q1 | $1.27K | Hold |
59
| – | – | ﹤0.01% | 1593 |
|
2023
Q4 | $1.26K | Sell |
59
-58
| -50% | -$1.24K | ﹤0.01% | 1577 |
|
2023
Q3 | $2K | Buy |
117
+33
| +39% | +$565 | ﹤0.01% | 1359 |
|
2023
Q2 | $1.36K | Sell |
84
-27
| -24% | -$438 | ﹤0.01% | 1508 |
|
2023
Q1 | $2K | Sell |
111
-20
| -15% | -$360 | ﹤0.01% | 1366 |
|
2022
Q4 | $3.03K | Buy |
131
+11
| +9% | +$254 | ﹤0.01% | 1208 |
|
2022
Q3 | $2K | Sell |
120
-35
| -23% | -$583 | ﹤0.01% | 1272 |
|
2022
Q2 | $3K | Buy |
155
+53
| +52% | +$1.03K | ﹤0.01% | 1146 |
|
2022
Q1 | $2K | Buy |
102
+61
| +149% | +$1.2K | ﹤0.01% | 1366 |
|
2021
Q4 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 1247 |
|