Martingale Asset Management’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $1.56M | Hold |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $892K | Sell |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $889K | Buy |
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|
2023
Q1 | $782K | Buy |
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|
2022
Q4 | $741K | Hold |
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|
2022
Q3 | $733K | Buy |
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|
2022
Q2 | $515K | Buy |
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|
2022
Q1 | $562K | Sell |
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|
2021
Q4 | $1.53M | Sell |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $2.44M | Hold |
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|
2020
Q1 | $2.38M | Sell |
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|
2019
Q4 | $4.23M | Hold |
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|
2019
Q3 | $3.98M | Sell |
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|
2019
Q2 | $3.92M | Hold |
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|
2019
Q1 | $3.65M | Buy |
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|
2018
Q4 | $3.1M | Buy |
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|
2018
Q3 | $2.95M | Buy |
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|
2018
Q2 | $1.33M | Buy |
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|
2018
Q1 | $614K | Sell |
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|
2017
Q4 | $2.31M | Sell |
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|
2017
Q3 | $2.4M | Sell |
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|
2017
Q2 | $3.11M | Sell |
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|
2017
Q1 | $3.44M | Buy |
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|
2016
Q4 | $3.29M | Buy |
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|
2016
Q3 | $681K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $232K | Sell |
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|
2015
Q3 | $231K | Sell |
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|
2015
Q2 | $433K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $386K | Buy |
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|
2013
Q3 | $308K | Sell |
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|
2013
Q2 | $292K | Buy |
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