Legal & General Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39K | Hold |
724
| – | – | ﹤0.01% | 2738 |
|
|
2025
Q4 | $39.3K | Hold |
724
| – | – | ﹤0.01% | 2791 |
|
|
2025
Q3 | $37.1K | Hold |
724
| – | – | ﹤0.01% | 2811 |
|
|
2025
Q2 | $36.7K | Buy |
724
+41
| +6% | +$1.97K | ﹤0.01% | 2777 |
|
|
2025
Q1 | $32.2K | Hold |
683
| – | – | ﹤0.01% | 2799 |
|
|
2024
Q4 | $31.6K | Hold |
683
| – | – | ﹤0.01% | 2872 |
|
|
2024
Q3 | $31.1K | Hold |
683
| – | – | ﹤0.01% | 2885 |
|
|
2024
Q2 | $25.3K | Hold |
683
| – | – | ﹤0.01% | 2937 |
|
|
2024
Q1 | $25.6K | Hold |
683
| – | – | ﹤0.01% | 2883 |
|
|
2023
Q4 | $27.4K | Hold |
683
| – | – | ﹤0.01% | 2917 |
|
|
2023
Q3 | $20.5K | Sell |
683
-133
| -16% | -$4.2K | ﹤0.01% | 3019 |
|
|
2023
Q2 | $24.1K | Hold |
816
| – | – | ﹤0.01% | 3028 |
|
|
2023
Q1 | $24.9K | Hold |
816
| – | – | ﹤0.01% | 3008 |
|
|
2022
Q4 | $29.8K | Hold |
816
| – | – | ﹤0.01% | 3050 |
|
|
2022
Q3 | $26K | Buy |
816
+150
| +23% | +$4.98K | ﹤0.01% | 3135 |
|
|
2022
Q2 | $21K | Buy |
+666
| New | +$22.2K | ﹤0.01% | 3217 |
|
|
2021
Q2 | – | Sell |
-722
| Closed | -$18K | – | 3543 |
|
|
2021
Q1 | $18K | Hold |
722
| – | – | ﹤0.01% | 3166 |
|
|
2020
Q4 | $13K | Hold |
722
| – | – | ﹤0.01% | 3241 |
|
|
2020
Q3 | $10K | Sell |
722
-369
| -34% | -$5.73K | ﹤0.01% | 3227 |
|
|
2020
Q2 | $18K | Hold |
1,091
| – | – | ﹤0.01% | 3104 |
|
|
2020
Q1 | $17K | Sell |
1,091
-283
| -21% | -$6.46K | ﹤0.01% | 2961 |
|
|
2019
Q4 | $36K | Hold |
1,374
| – | – | ﹤0.01% | 2954 |
|
|
2019
Q3 | $33K | Hold |
1,374
| – | – | ﹤0.01% | 2917 |
|
|
2019
Q2 | $32K | Hold |
1,374
| – | – | ﹤0.01% | 2977 |
|
|
2019
Q1 | $28K | Hold |
1,374
| – | – | ﹤0.01% | 2966 |
|
|
2018
Q4 | $27K | Buy |
1,374
+297
| +28% | +$6.16K | ﹤0.01% | 2954 |
|
|
2018
Q3 | $25K | Hold |
1,077
| – | – | ﹤0.01% | 3117 |
|
|
2018
Q2 | $28K | Sell |
1,077
-331
| -24% | -$8.55K | ﹤0.01% | 3049 |
|
|
2018
Q1 | $35K | Sell |
1,408
-555
| -28% | -$13.4K | ﹤0.01% | 2912 |
|
|
2017
Q4 | $43K | Sell |
1,963
-1,105
| -36% | -$25K | ﹤0.01% | 2918 |
|
|
2017
Q3 | $70K | Buy |
3,068
+668
| +28% | +$14.6K | ﹤0.01% | 2802 |
|
|
2017
Q2 | $56K | Hold |
2,400
| – | – | ﹤0.01% | 2886 |
|
|
2017
Q1 | $62K | Sell |
2,400
-145
| -6% | -$3.6K | ﹤0.01% | 2795 |
|
|
2016
Q4 | $60K | Buy |
2,545
+1,274
| +100% | +$28.3K | ﹤0.01% | 2829 |
|
|
2016
Q3 | $30K | Hold |
1,271
| – | – | ﹤0.01% | 2734 |
|
|
2016
Q2 | $30K | Buy |
+1,271
| New | +$30.7K | ﹤0.01% | 2733 |
|
Other funds holding FBIZ
FBFS
VCM
BFC
CCM