LSV 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 | $4.36M | Hold |
86,025
| – | – | 0.01% | 484 |
|
|
2025
Q1 | $4.06M | Sell |
86,025
-8,200
| -9% | -$387K | 0.01% | 499 |
|
|
2024
Q4 | $4.36M | Sell |
94,225
-11,000
| -10% | -$509K | 0.01% | 501 |
|
|
2024
Q3 | $4.8M | Sell |
105,225
-3,800
| -3% | -$173K | 0.01% | 506 |
|
|
2024
Q2 | $4.03M | Sell |
109,025
-200
| -0.2% | -$7.4K | 0.01% | 540 |
|
|
2024
Q1 | $4.1M | Hold |
109,225
| – | – | 0.01% | 543 |
|
|
2023
Q4 | $4.38M | Hold |
109,225
| – | – | 0.01% | 536 |
|
|
2023
Q3 | $3.28M | Hold |
109,225
| – | – | 0.01% | 562 |
|
|
2023
Q2 | $3.22M | Buy |
109,225
+2,800
| +3% | +$82.6K | 0.01% | 569 |
|
|
2023
Q1 | $3.25M | Buy |
106,425
+14,580
| +16% | +$445K | 0.01% | 562 |
|
|
2022
Q4 | $3.36M | Sell |
91,845
-280
| -0.3% | -$10.2K | 0.01% | 549 |
|
|
2022
Q3 | $2.98M | Sell |
92,125
-12,699
| -12% | -$410K | 0.01% | 558 |
|
|
2022
Q2 | $3.27M | Buy |
104,824
+4,780
| +5% | +$149K | 0.01% | 562 |
|
|
2022
Q1 | $3.28M | Sell |
100,044
-301
| -0.3% | -$9.87K | 0.01% | 590 |
|
|
2021
Q4 | $2.93M | Sell |
100,345
-10,580
| -10% | -$309K | 0.01% | 601 |
|
|
2021
Q3 | $3.18M | Hold |
110,925
| – | – | 0.01% | 602 |
|
|
2021
Q2 | $3M | Sell |
110,925
-700
| -0.6% | -$18.9K | 0.01% | 615 |
|
|
2021
Q1 | $2.76M | Sell |
111,625
-3,000
| -3% | -$74.2K | ﹤0.01% | 636 |
|
|
2020
Q4 | $2.11M | Sell |
114,625
-2,200
| -2% | -$40.5K | ﹤0.01% | 672 |
|
|
2020
Q3 | $1.67M | Sell |
116,825
-16,700
| -13% | -$239K | ﹤0.01% | 673 |
|
|
2020
Q2 | $2.2M | Sell |
133,525
-13,300
| -9% | -$219K | ﹤0.01% | 657 |
|
|
2020
Q1 | $2.28M | Sell |
146,825
-1,700
| -1% | -$26.3K | 0.01% | 615 |
|
|
2019
Q4 | $3.91M | Sell |
148,525
-5,100
| -3% | -$134K | 0.01% | 605 |
|
|
2019
Q3 | $3.7M | Sell |
153,625
-900
| -0.6% | -$21.7K | 0.01% | 595 |
|
|
2019
Q2 | $3.63M | Hold |
154,525
| – | – | 0.01% | 601 |
|
|
2019
Q1 | $3.09M | Sell |
154,525
-3,648
| -2% | -$73K | 0.01% | 622 |
|
|
2018
Q4 | $3.09M | Sell |
158,173
-1,352
| -0.8% | -$26.4K | 0.01% | 625 |
|
|
2018
Q3 | $3.7M | Sell |
159,525
-5,100
| -3% | -$118K | 0.01% | 644 |
|
|
2018
Q2 | $4.28M | Sell |
164,625
-6,200
| -4% | -$161K | 0.01% | 630 |
|
|
2018
Q1 | $4.3M | Buy |
170,825
+6,200
| +4% | +$156K | 0.01% | 619 |
|
|
2017
Q4 | $3.64M | Sell |
164,625
-2,000
| -1% | -$44.2K | 0.01% | 640 |
|
|
2017
Q3 | $3.79M | Sell |
166,625
-2,500
| -1% | -$56.9K | 0.01% | 632 |
|
|
2017
Q2 | $3.9M | Hold |
169,125
| – | – | 0.01% | 603 |
|
|
2017
Q1 | $4.39M | Buy |
169,125
+800
| +0.5% | +$20.8K | 0.01% | 582 |
|
|
2016
Q4 | $3.99M | Buy |
168,325
+17,200
| +11% | +$408K | 0.01% | 601 |
|
|
2016
Q3 | $3.55M | Buy |
151,125
+6,300
| +4% | +$148K | 0.01% | 594 |
|
|
2016
Q2 | $3.4M | Buy |
144,825
+25,400
| +21% | +$596K | 0.01% | 593 |
|
|
2016
Q1 | $2.74M | Buy |
119,425
+40,860
| +52% | +$937K | 0.01% | 613 |
|
|
2015
Q4 | $1.96M | Buy |
78,565
+21,765
| +38% | +$544K | ﹤0.01% | 656 |
|
|
2015
Q3 | $1.34M | Hold |
56,800
| – | – | ﹤0.01% | 687 |
|
|
2015
Q2 | $1.33M | Hold |
56,800
| – | – | ﹤0.01% | 690 |
|
|
2015
Q1 | $1.23M | Buy |
56,800
+1,600
| +3% | +$34.6K | ﹤0.01% | 672 |
|
|
2014
Q4 | $1.32M | Buy |
55,200
+6,800
| +14% | +$163K | ﹤0.01% | 660 |
|
|
2014
Q3 | $1.06M | Hold |
48,400
| – | – | ﹤0.01% | 672 |
|
|
2014
Q2 | $1.14M | Buy |
48,400
+4,416
| +10% | +$104K | ﹤0.01% | 654 |
|
|
2014
Q1 | $1.04M | Buy |
43,984
+21,384
| +95% | +$504K | ﹤0.01% | 645 |
|
|
2013
Q4 | $425K | Buy |
+22,600
| New | +$425K | ﹤0.01% | 736 |
|