Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Hold |
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|
2025
Q1 | $434K | Hold |
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|
2024
Q4 | $426K | Hold |
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|
2024
Q3 | $419K | Hold |
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|
2024
Q2 | $340K | Hold |
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|
2024
Q1 | $345K | Hold |
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|
2023
Q4 | $369K | Hold |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $336K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $287K | Hold |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $268K | Hold |
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|
2021
Q3 | $264K | Buy |
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