Kennedy Capital Management’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Buy |
32,918
+8,866
| +37% | +$228K | 0.02% | 521 |
|
|
2025
Q1 | $600K | Sell |
24,052
-10,948
| -31% | -$273K | 0.01% | 572 |
|
|
2024
Q4 | $955K | Buy |
+35,000
| New | +$955K | 0.02% | 599 |
|
|
2017
Q3 | – | Sell |
-45,035
| Closed | -$1.34M | – | 742 |
|
|
2017
Q2 | $1.34M | Sell |
45,035
-98,196
| -69% | -$2.93M | 0.03% | 627 |
|
|
2017
Q1 | $4.72M | Sell |
143,231
-136,171
| -49% | -$4.49M | 0.08% | 437 |
|
|
2016
Q4 | $9.56M | Sell |
279,402
-29,891
| -10% | -$1.02M | 0.17% | 197 |
|
|
2016
Q3 | $8.39M | Sell |
309,293
-1,137
| -0.4% | -$30.8K | 0.16% | 223 |
|
|
2016
Q2 | $8.09M | Sell |
310,430
-31,380
| -9% | -$818K | 0.16% | 218 |
|
|
2016
Q1 | $9.94M | Sell |
341,810
-15,736
| -4% | -$457K | 0.2% | 150 |
|
|
2015
Q4 | $10M | Sell |
357,546
-97,377
| -21% | -$2.73M | 0.2% | 157 |
|
|
2015
Q3 | $11.3M | Buy |
454,923
+28,146
| +7% | +$697K | 0.23% | 124 |
|
|
2015
Q2 | $10.6M | Buy |
426,777
+8,275
| +2% | +$206K | 0.19% | 169 |
|
|
2015
Q1 | $9.6M | Buy |
418,502
+44,776
| +12% | +$1.03M | 0.17% | 205 |
|
|
2014
Q4 | $9.4M | Buy |
373,726
+12,320
| +3% | +$310K | 0.17% | 204 |
|
|
2014
Q3 | $8.12M | Buy |
361,406
+48,545
| +16% | +$1.09M | 0.16% | 237 |
|
|
2014
Q2 | $7.33M | Buy |
312,861
+14,165
| +5% | +$332K | 0.14% | 290 |
|
|
2014
Q1 | $6.88M | Buy |
298,696
+64,941
| +28% | +$1.49M | 0.13% | 301 |
|
|
2013
Q4 | $5.78M | Buy |
233,755
+35,739
| +18% | +$883K | 0.11% | 352 |
|
|
2013
Q3 | $4.05M | Buy |
198,016
+15,599
| +9% | +$319K | 0.08% | 416 |
|
|
2013
Q2 | $3.36M | Buy |
+182,417
| New | +$3.36M | 0.07% | 447 |
|