Palisades Investment Partners’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	$3.52M	Sell	136,916 -1,231	-0.9%	-$31.6K	1.54%	25
2025 Q1	$3.45M	Sell	138,147 -380	-0.3%	-$9.49K	1.73%	21
2024 Q4	$3.78M	Buy	138,527 +11,752	+9%	+$321K	1.6%	23
2024 Q3	$3.23M	Buy	126,775 +7,388	+6%	+$188K	1.41%	24
2024 Q2	$2.31M	Buy	+119,387	New	+$2.31M	1.14%	27