Panagora Asset Management’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 | $235K | Buy |
+4,633
| New | +$235K | ﹤0.01% | 1005 |
|
|
2023
Q2 | – | Sell |
-8,903
| Closed | -$272K | – | 1325 |
|
|
2023
Q1 | $272K | Sell |
8,903
-12,062
| -58% | -$368K | ﹤0.01% | 1286 |
|
|
2022
Q4 | $766K | Sell |
20,965
-2,345
| -10% | -$85.7K | 0.01% | 994 |
|
|
2022
Q3 | $753K | Buy |
23,310
+7,410
| +47% | +$239K | 0.01% | 974 |
|
|
2022
Q2 | $496K | Buy |
+15,900
| New | +$496K | ﹤0.01% | 1163 |
|
|
2021
Q3 | – | Sell |
-253
| Closed | -$7K | – | 1936 |
|
|
2021
Q2 | $7K | Buy |
+253
| New | +$7K | ﹤0.01% | 2370 |
|
|
2020
Q4 | – | Sell |
-356
| Closed | -$5K | – | 2844 |
|
|
2020
Q3 | $5K | Hold |
356
| – | – | ﹤0.01% | 2443 |
|
|
2020
Q2 | $6K | Buy |
356
+118
| +50% | +$1.99K | ﹤0.01% | 2315 |
|
|
2020
Q1 | $4K | Buy |
238
+84
| +55% | +$1.41K | ﹤0.01% | 2293 |
|
|
2019
Q4 | $4K | Sell |
154
-243
| -61% | -$6.31K | ﹤0.01% | 2280 |
|
|
2019
Q3 | $10K | Sell |
397
-946
| -70% | -$23.8K | ﹤0.01% | 2170 |
|
|
2019
Q2 | $32K | Buy |
1,343
+34
| +3% | +$810 | ﹤0.01% | 2191 |
|
|
2019
Q1 | $26K | Hold |
1,309
| – | – | ﹤0.01% | 2205 |
|
|
2018
Q4 | $26K | Buy |
+1,309
| New | +$26K | ﹤0.01% | 2156 |
|
|
2014
Q3 | – | Sell |
-17,436
| Closed | -$410K | – | 2300 |
|
|
2014
Q2 | $410K | Buy |
17,436
+4,714
| +37% | +$111K | ﹤0.01% | 1452 |
|
|
2014
Q1 | $300K | Buy |
+12,722
| New | +$300K | ﹤0.01% | 1596 |
|