Kestra Advisory Services’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 | $466K | Hold |
9,200
| – | – | ﹤0.01% | 2010 |
|
|
2025
Q1 | $434K | Hold |
9,200
| – | – | ﹤0.01% | 1909 |
|
|
2024
Q4 | $426K | Hold |
9,200
| – | – | ﹤0.01% | 1973 |
|
|
2024
Q3 | $419K | Hold |
9,200
| – | – | ﹤0.01% | 1870 |
|
|
2024
Q2 | $340K | Hold |
9,200
| – | – | ﹤0.01% | 2038 |
|
|
2024
Q1 | $345K | Hold |
9,200
| – | – | ﹤0.01% | 1905 |
|
|
2023
Q4 | $369K | Hold |
9,200
| – | – | ﹤0.01% | 1717 |
|
|
2023
Q3 | $276K | Hold |
9,200
| – | – | ﹤0.01% | 1716 |
|
|
2023
Q2 | $271K | Hold |
9,200
| – | – | ﹤0.01% | 1692 |
|
|
2023
Q1 | $281K | Hold |
9,200
| – | – | ﹤0.01% | 1608 |
|
|
2022
Q4 | $336K | Hold |
9,200
| – | – | ﹤0.01% | 1659 |
|
|
2022
Q3 | $297K | Hold |
9,200
| – | – | ﹤0.01% | 1596 |
|
|
2022
Q2 | $287K | Hold |
9,200
| – | – | ﹤0.01% | 1658 |
|
|
2022
Q1 | $302K | Hold |
9,200
| – | – | ﹤0.01% | 1589 |
|
|
2021
Q4 | $268K | Hold |
9,200
| – | – | ﹤0.01% | 1671 |
|
|
2021
Q3 | $264K | Buy |
+9,200
| New | +$264K | ﹤0.01% | 1777 |
|