O'Shaughnessy 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 | $1.74M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $627K | Buy |
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|
2021
Q4 | $562K | Buy |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $77K | Buy |
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|
2021
Q1 | $52K | Buy |
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|
2020
Q4 | $27K | Sell |
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|
2020
Q3 | $47K | Buy |
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|
2020
Q2 | $41K | Sell |
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|
2020
Q1 | $276K | Buy |
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|
2019
Q4 | $150K | Buy |
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|
2019
Q3 | $65K | Buy |
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|
2019
Q2 | $41K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $191K | Sell |
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|
2016
Q4 | $1.17M | Sell |
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|
2016
Q3 | $1.12M | Sell |
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|
2016
Q2 | $1.19M | Buy |
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|
2016
Q1 | $1.23M | Buy |
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|
2015
Q4 | $154K | Buy |
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