Lazard Asset Management’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 | $628K | Sell |
12,408
-728
| -6% | -$36.8K | ﹤0.01% | 1434 |
|
|
2025
Q1 | $619K | Buy |
13,136
+6,351
| +94% | +$299K | ﹤0.01% | 1355 |
|
|
2024
Q4 | $314K | Buy |
6,785
+2,252
| +50% | +$104K | ﹤0.01% | 1494 |
|
|
2024
Q3 | $206K | Buy |
4,533
+2,461
| +119% | +$112K | ﹤0.01% | 1601 |
|
|
2024
Q2 | $76K | Buy |
2,072
+468
| +29% | +$17.2K | ﹤0.01% | 1830 |
|
|
2024
Q1 | $60K | Buy |
+1,604
| New | +$60K | ﹤0.01% | 1683 |
|
|
2023
Q3 | – | Sell |
-1,404
| Closed | -$41K | – | 2334 |
|
|
2023
Q2 | $41K | Hold |
1,404
| – | – | ﹤0.01% | 1892 |
|
|
2023
Q1 | $42K | Hold |
1,404
| – | – | ﹤0.01% | 1850 |
|
|
2022
Q4 | $51K | Hold |
1,404
| – | – | ﹤0.01% | 1802 |
|
|
2022
Q3 | $45K | Buy |
1,404
+503
| +56% | +$16.1K | ﹤0.01% | 1836 |
|
|
2022
Q2 | $28K | Hold |
901
| – | – | ﹤0.01% | 2032 |
|
|
2022
Q1 | $29K | Hold |
901
| – | – | ﹤0.01% | 1981 |
|
|
2021
Q4 | $26K | Buy |
+901
| New | +$26K | ﹤0.01% | 1980 |
|