Nisa Investment Advisors’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.97K | Hold |
345
| – | – | ﹤0.01% | 2315 |
|
|
2025
Q1 | $8.72K | Sell |
345
-615
| -64% | -$15.5K | ﹤0.01% | 2132 |
|
|
2024
Q4 | $26.5K | Hold |
960
| – | – | ﹤0.01% | 1855 |
|
|
2024
Q3 | $24.7K | Hold |
960
| – | – | ﹤0.01% | 1839 |
|
|
2024
Q2 | $18.8K | Hold |
960
| – | – | ﹤0.01% | 1966 |
|
|
2024
Q1 | $18.4K | Hold |
960
| – | – | ﹤0.01% | 1923 |
|
|
2023
Q4 | $20.4K | Hold |
960
| – | – | ﹤0.01% | 1876 |
|
|
2023
Q3 | $16.2K | Sell |
960
-7,810
| -89% | -$131K | ﹤0.01% | 2072 |
|
|
2023
Q2 | $138K | Buy |
8,770
+5,817
| +197% | +$91.6K | ﹤0.01% | 1424 |
|
|
2023
Q1 | $57K | Buy |
2,953
+13
| +0.4% | +$251 | ﹤0.01% | 1671 |
|
|
2022
Q4 | $72K | Hold |
2,940
| – | – | ﹤0.01% | 1662 |
|
|
2022
Q3 | $70K | Buy |
2,940
+700
| +31% | +$16.7K | ﹤0.01% | 1628 |
|
|
2022
Q2 | $58K | Hold |
2,240
| – | – | ﹤0.01% | 1682 |
|
|
2022
Q1 | $67K | Sell |
2,240
-1,550
| -41% | -$46.4K | ﹤0.01% | 1750 |
|
|
2021
Q4 | $122K | Hold |
3,790
| – | – | ﹤0.01% | 1439 |
|
|
2021
Q3 | $116 | Hold |
3,790
| – | – | ﹤0.01% | 1630 |
|
|
2021
Q2 | $114 | Buy |
3,790
+340
| +10% | +$10 | ﹤0.01% | 1623 |
|
|
2021
Q1 | $105 | Hold |
3,450
| – | – | ﹤0.01% | 1729 |
|
|
2020
Q4 | $78K | Buy |
3,450
+700
| +25% | +$15.8K | ﹤0.01% | 1837 |
|
|
2020
Q3 | $42K | Buy |
+2,750
| New | +$42K | ﹤0.01% | 1857 |
|
|
2020
Q2 | – | Sell |
-880
| Closed | -$16K | – | 2078 |
|
|
2020
Q1 | $16K | Hold |
880
| – | – | ﹤0.01% | 1758 |
|
|
2019
Q4 | $28K | Buy |
880
+440
| +100% | +$14K | ﹤0.01% | 1636 |
|
|
2019
Q3 | $13K | Hold |
440
| – | – | ﹤0.01% | 1716 |
|
|
2019
Q2 | $13K | Hold |
440
| – | – | ﹤0.01% | 1686 |
|
|
2019
Q1 | $12K | Hold |
440
| – | – | ﹤0.01% | 1702 |
|
|
2018
Q4 | $11K | Hold |
440
| – | – | ﹤0.01% | 1626 |
|
|
2018
Q3 | $14K | Hold |
440
| – | – | ﹤0.01% | 1620 |
|
|
2018
Q2 | $14K | Buy |
440
+90
| +26% | +$2.86K | ﹤0.01% | 1616 |
|
|
2018
Q1 | $10K | Sell |
350
-250
| -42% | -$7.14K | ﹤0.01% | 1653 |
|
|
2017
Q4 | $19K | Hold |
600
| – | – | ﹤0.01% | 1559 |
|
|
2017
Q3 | $17K | Hold |
600
| – | – | ﹤0.01% | 1567 |
|
|
2017
Q2 | $18K | Buy |
600
+500
| +500% | +$15K | ﹤0.01% | 1512 |
|
|
2017
Q1 | $3K | Sell |
100
-1,200
| -92% | -$36K | ﹤0.01% | 1838 |
|
|
2016
Q4 | $44K | Hold |
1,300
| – | – | ﹤0.01% | 1445 |
|
|
2016
Q3 | $35K | Hold |
1,300
| – | – | ﹤0.01% | 1466 |
|
|
2016
Q2 | $34K | Hold |
1,300
| – | – | ﹤0.01% | 1452 |
|
|
2016
Q1 | $38K | Buy |
+1,300
| New | +$38K | ﹤0.01% | 1429 |
|