Osaic Holdings’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.83K | Sell |
71
-10,236
| -99% | -$569K | ﹤0.01% | 6810 |
|
|
2025
Q4 | $560K | Sell |
10,307
-277
| -3% | -$14.5K | ﹤0.01% | 3244 |
|
|
2025
Q3 | $540K | Hold |
10,584
| – | – | ﹤0.01% | 3370 |
|
|
2025
Q2 | $536K | Sell |
10,584
-54
| -0.5% | -$2.59K | ﹤0.01% | 3067 |
|
|
2025
Q1 | $502K | Buy |
10,638
+10,564
| +14,276% | +$521K | ﹤0.01% | 2871 |
|
|
2024
Q4 | $3.42K | Buy |
+74
| New | +$3.46K | ﹤0.01% | 6387 |
|
|
2024
Q3 | – | Sell |
-67
| Closed | -$2.48K | – | 7448 |
|
|
2024
Q2 | $2.48K | Buy |
+67
| New | +$2.3K | ﹤0.01% | 6511 |
|
|
2023
Q3 | – | Sell |
-148
| Closed | -$4.37K | – | 7430 |
|
|
2023
Q2 | $4.37K | Buy |
148
+2
| +1% | +$57 | ﹤0.01% | 6371 |
|
|
2023
Q1 | $4.48K | Hold |
146
| – | – | ﹤0.01% | 6373 |
|
|
2022
Q4 | $5K | Sell |
146
-595
| -80% | -$21.9K | ﹤0.01% | 6274 |
|
|
2022
Q3 | $24K | Sell |
741
-129
| -15% | -$4.28K | ﹤0.01% | 5436 |
|
|
2022
Q2 | $27K | Buy |
870
+442
| +103% | +$14.8K | ﹤0.01% | 5399 |
|
|
2022
Q1 | $14K | Buy |
428
+286
| +201% | +$9.23K | ﹤0.01% | 5927 |
|
|
2021
Q4 | $4K | Buy |
142
+1
| +0.7% | +$29 | ﹤0.01% | 6742 |
|
|
2021
Q3 | $4K | Hold |
141
| – | – | ﹤0.01% | 6623 |
|
|
2021
Q2 | $4K | Buy |
141
+1
| +0.7% | +$26 | ﹤0.01% | 6474 |
|
|
2021
Q1 | $3K | Buy |
140
+1
| +0.7% | +$22 | ﹤0.01% | 6361 |
|
|
2020
Q4 | $3K | Sell |
139
-1
| -0.7% | -$18 | ﹤0.01% | 5948 |
|
|
2020
Q3 | $2K | Sell |
140
-449
| -76% | -$6.97K | ﹤0.01% | 5845 |
|
|
2020
Q2 | $9K | Sell |
589
-143
| -20% | -$2.23K | ﹤0.01% | 5226 |
|
|
2020
Q1 | $11K | Buy |
+732
| New | +$16.7K | ﹤0.01% | 4944 |
|
Other funds holding FBIZ
FBFS
VCM
BFC
CCM