PL Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-40,818
| Closed | -$983K | – | 37 |
|
|
2019
Q3 | $983K | Sell |
40,818
-45,387
| -53% | -$1.09M | 0.3% | 33 |
|
|
2019
Q2 | $2.03M | Sell |
86,205
-34,774
| -29% | -$817K | 0.6% | 32 |
|
|
2019
Q1 | $2.42M | Hold |
120,979
| – | – | 0.7% | 28 |
|
|
2018
Q4 | $2.36M | Buy |
120,979
+20,114
| +20% | +$392K | 0.72% | 27 |
|
|
2018
Q3 | $2.34M | Hold |
100,865
| – | – | 0.61% | 29 |
|
|
2018
Q2 | $2.62M | Hold |
100,865
| – | – | 0.68% | 29 |
|
|
2018
Q1 | $2.54M | Hold |
100,865
| – | – | 0.71% | 26 |
|
|
2017
Q4 | $2.23M | Hold |
100,865
| – | – | 0.59% | 26 |
|
|
2017
Q3 | $2.3M | Buy |
+100,865
| New | +$2.3M | 0.59% | 27 |
|
|
2015
Q3 | – | Sell |
-20,600
| Closed | -$483K | – | 38 |
|
|
2015
Q2 | $483K | Sell |
20,600
-15,000
| -42% | -$352K | 0.17% | 35 |
|
|
2015
Q1 | $770K | Sell |
35,600
-30,400
| -46% | -$658K | 0.29% | 33 |
|
|
2014
Q4 | $1.58M | Sell |
66,000
-6,400
| -9% | -$153K | 0.6% | 28 |
|
|
2014
Q3 | $1.59M | Hold |
72,400
| – | – | 0.65% | 27 |
|
|
2014
Q2 | $1.7M | Sell |
72,400
-5,600
| -7% | -$132K | 0.72% | 29 |
|
|
2014
Q1 | $1.84M | Hold |
78,000
| – | – | 0.94% | 26 |
|
|
2013
Q4 | $1.47M | Buy |
78,000
+1,636
| +2% | +$30.8K | 0.72% | 27 |
|
|
2013
Q3 | $1.25M | Buy |
76,364
+8,364
| +12% | +$136K | 0.69% | 30 |
|
|
2013
Q2 | $1.02M | Buy |
+68,000
| New | +$1.02M | 0.63% | 31 |
|