LPL Financial’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
82,993
-2,992
| -3% | -$60.4K | ﹤0.01% | 3270 |
|
|
2025
Q1 | $1.75M | Buy |
85,985
+6,470
| +8% | +$132K | ﹤0.01% | 3051 |
|
|
2024
Q4 | $1.67M | Buy |
79,515
+2,603
| +3% | +$54.7K | ﹤0.01% | 3016 |
|
|
2024
Q3 | $1.51M | Buy |
76,912
+891
| +1% | +$17.5K | ﹤0.01% | 2968 |
|
|
2024
Q2 | $1.48M | Sell |
76,021
-2,245
| -3% | -$43.7K | ﹤0.01% | 2857 |
|
|
2024
Q1 | $1.54M | Buy |
78,266
+5,867
| +8% | +$116K | ﹤0.01% | 2755 |
|
|
2023
Q4 | $1.43M | Buy |
72,399
+5,716
| +9% | +$113K | ﹤0.01% | 2703 |
|
|
2023
Q3 | $1.28M | Buy |
66,683
+2,715
| +4% | +$52.1K | ﹤0.01% | 2673 |
|
|
2023
Q2 | $1.25M | Buy |
63,968
+3,436
| +6% | +$67.3K | ﹤0.01% | 2642 |
|
|
2023
Q1 | $1.15M | Buy |
60,532
+10,292
| +20% | +$196K | ﹤0.01% | 2636 |
|
|
2022
Q4 | $956K | Buy |
50,240
+12,181
| +32% | +$232K | ﹤0.01% | 2678 |
|
|
2022
Q3 | $654K | Buy |
38,059
+3,941
| +12% | +$67.7K | ﹤0.01% | 2890 |
|
|
2022
Q2 | $595K | Buy |
34,118
+1,169
| +4% | +$20.4K | ﹤0.01% | 3051 |
|
|
2022
Q1 | $665K | Buy |
32,949
+7,220
| +28% | +$146K | ﹤0.01% | 2953 |
|
|
2021
Q4 | $463K | Buy |
25,729
+2,302
| +10% | +$41.4K | ﹤0.01% | 3331 |
|
|
2021
Q3 | $409K | Buy |
23,427
+12,300
| +111% | +$215K | ﹤0.01% | 3388 |
|
|
2021
Q2 | $189K | Sell |
11,127
-246
| -2% | -$4.18K | ﹤0.01% | 3896 |
|
|
2021
Q1 | $177K | Buy |
+11,373
| New | +$177K | ﹤0.01% | 3777 |
|