Osaic Holdings’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 | $88K | Buy |
3,245
+375
| +13% | +$10.2K | ﹤0.01% | 4264 |
|
|
2025
Q1 | $71.7K | Sell |
2,870
-144
| -5% | -$3.6K | ﹤0.01% | 4422 |
|
|
2024
Q4 | $82.4K | Sell |
3,014
-541
| -15% | -$14.8K | ﹤0.01% | 4320 |
|
|
2024
Q3 | $90.6K | Buy |
3,555
+752
| +27% | +$19.2K | ﹤0.01% | 4286 |
|
|
2024
Q2 | $54.2K | Sell |
2,803
-37
| -1% | -$715 | ﹤0.01% | 4602 |
|
|
2024
Q1 | $53.5K | Sell |
2,840
-5,989
| -68% | -$113K | ﹤0.01% | 4688 |
|
|
2023
Q4 | $188K | Buy |
8,829
+5,222
| +145% | +$111K | ﹤0.01% | 3970 |
|
|
2023
Q3 | $60.7K | Sell |
3,607
-1,141
| -24% | -$19.2K | ﹤0.01% | 4853 |
|
|
2023
Q2 | $74.8K | Buy |
4,748
+1,919
| +68% | +$30.2K | ﹤0.01% | 4671 |
|
|
2023
Q1 | $54.6K | Sell |
2,829
-131
| -4% | -$2.53K | ﹤0.01% | 4880 |
|
|
2022
Q4 | $72K | Buy |
2,960
+1,495
| +102% | +$36.3K | ﹤0.01% | 4675 |
|
|
2022
Q3 | $36K | Sell |
1,465
-34
| -2% | -$835 | ﹤0.01% | 5134 |
|
|
2022
Q2 | $39K | Sell |
1,499
-61
| -4% | -$1.59K | ﹤0.01% | 5132 |
|
|
2022
Q1 | $48K | Sell |
1,560
-11
| -0.7% | -$338 | ﹤0.01% | 5115 |
|
|
2021
Q4 | $50K | Buy |
1,571
+617
| +65% | +$19.6K | ﹤0.01% | 5138 |
|
|
2021
Q3 | $30K | Buy |
954
+762
| +397% | +$24K | ﹤0.01% | 5474 |
|
|
2021
Q2 | $6K | Sell |
192
-1,727
| -90% | -$54K | ﹤0.01% | 6254 |
|
|
2021
Q1 | $58K | Buy |
1,919
+1
| +0.1% | +$30 | ﹤0.01% | 4765 |
|
|
2020
Q4 | $43K | Sell |
1,918
-137
| -7% | -$3.07K | ﹤0.01% | 4630 |
|
|
2020
Q3 | $33K | Buy |
2,055
+1,916
| +1,378% | +$30.8K | ﹤0.01% | 4581 |
|
|
2020
Q2 | $3K | Sell |
139
-13
| -9% | -$281 | ﹤0.01% | 5590 |
|
|
2020
Q1 | $3K | Buy |
+152
| New | +$3K | ﹤0.01% | 5459 |
|