Ladenburg Thalmann Financial Services’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $496K | Buy |
15,352
+15,200
| +10,000% | +$491K | ﹤0.01% | 1829 |
|
|
2019
Q3 | $5K | Sell |
152
-56
| -27% | -$1.84K | ﹤0.01% | 4676 |
|
|
2019
Q2 | $6K | Buy |
208
+1
| +0.5% | +$29 | ﹤0.01% | 4632 |
|
|
2019
Q1 | $6K | Buy |
207
+2
| +1% | +$58 | ﹤0.01% | 4582 |
|
|
2018
Q4 | $5K | Sell |
205
-37
| -15% | -$902 | ﹤0.01% | 4583 |
|
|
2018
Q3 | $7K | Buy |
242
+9
| +4% | +$260 | ﹤0.01% | 4443 |
|
|
2018
Q2 | $7K | Hold |
233
| – | – | ﹤0.01% | 4433 |
|
|
2018
Q1 | $7K | Sell |
233
-57
| -20% | -$1.71K | ﹤0.01% | 4433 |
|
|
2017
Q4 | $9K | Buy |
290
+195
| +205% | +$6.05K | ﹤0.01% | 4232 |
|
|
2017
Q3 | $3K | Sell |
95
-203
| -68% | -$6.41K | ﹤0.01% | 4565 |
|
|
2017
Q2 | $9K | Buy |
298
+87
| +41% | +$2.63K | ﹤0.01% | 4066 |
|
|
2017
Q1 | $7K | Buy |
211
+11
| +6% | +$365 | ﹤0.01% | 4163 |
|
|
2016
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 4068 |
|
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 4148 |
|
|
2016
Q2 | $5K | Sell |
200
-300
| -60% | -$7.5K | ﹤0.01% | 4121 |
|
|
2016
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 3443 |
|
|
2015
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 3467 |
|
|
2015
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 3414 |
|
|
2015
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 3552 |
|
|
2015
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 3568 |
|
|
2014
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 3245 |
|
|
2014
Q3 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 3031 |
|