Osaic Holdings’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 | $3.6K | Sell |
71
-10,567
| -99% | -$535K | ﹤0.01% | 6282 |
|
|
2025
Q1 | $502K | Buy |
10,638
+10,564
| +14,276% | +$498K | ﹤0.01% | 2869 |
|
|
2024
Q4 | $3.43K | Buy |
+74
| New | +$3.43K | ﹤0.01% | 6266 |
|
|
2024
Q3 | – | Sell |
-67
| Closed | -$2.48K | – | 7201 |
|
|
2024
Q2 | $2.48K | Buy |
+67
| New | +$2.48K | ﹤0.01% | 6357 |
|
|
2023
Q3 | – | Sell |
-148
| Closed | -$4.37K | – | 7235 |
|
|
2023
Q2 | $4.37K | Buy |
148
+2
| +1% | +$59 | ﹤0.01% | 6295 |
|
|
2023
Q1 | $4.48K | Hold |
146
| – | – | ﹤0.01% | 6303 |
|
|
2022
Q4 | $5K | Sell |
146
-595
| -80% | -$20.4K | ﹤0.01% | 6240 |
|
|
2022
Q3 | $24K | Sell |
741
-129
| -15% | -$4.18K | ﹤0.01% | 5423 |
|
|
2022
Q2 | $27K | Buy |
870
+442
| +103% | +$13.7K | ﹤0.01% | 5389 |
|
|
2022
Q1 | $14K | Buy |
428
+286
| +201% | +$9.36K | ﹤0.01% | 5898 |
|
|
2021
Q4 | $4K | Buy |
142
+1
| +0.7% | +$28 | ﹤0.01% | 6631 |
|
|
2021
Q3 | $4K | Hold |
141
| – | – | ﹤0.01% | 6593 |
|
|
2021
Q2 | $4K | Buy |
141
+1
| +0.7% | +$28 | ﹤0.01% | 6434 |
|
|
2021
Q1 | $3K | Buy |
140
+1
| +0.7% | +$21 | ﹤0.01% | 6299 |
|
|
2020
Q4 | $3K | Sell |
139
-1
| -0.7% | -$22 | ﹤0.01% | 5871 |
|
|
2020
Q3 | $2K | Sell |
140
-449
| -76% | -$6.41K | ﹤0.01% | 5777 |
|
|
2020
Q2 | $9K | Sell |
589
-143
| -20% | -$2.19K | ﹤0.01% | 5186 |
|
|
2020
Q1 | $11K | Buy |
+732
| New | +$11K | ﹤0.01% | 4900 |
|