RhumbLine Advisers’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 | $592K | Buy |
11,682
+199
| +2% | +$10.1K | ﹤0.01% | 2579 |
|
|
2025
Q1 | $541K | Buy |
11,483
+147
| +1% | +$6.93K | ﹤0.01% | 2527 |
|
|
2024
Q4 | $525K | Buy |
11,336
+51
| +0.5% | +$2.36K | ﹤0.01% | 2651 |
|
|
2024
Q3 | $514K | Sell |
11,285
-118
| -1% | -$5.38K | ﹤0.01% | 2679 |
|
|
2024
Q2 | $422K | Buy |
11,403
+33
| +0.3% | +$1.22K | ﹤0.01% | 2790 |
|
|
2024
Q1 | $426K | Sell |
11,370
-7
| -0.1% | -$262 | ﹤0.01% | 2767 |
|
|
2023
Q4 | $456K | Sell |
11,377
-147
| -1% | -$5.9K | ﹤0.01% | 2716 |
|
|
2023
Q3 | $346K | Buy |
11,524
+44
| +0.4% | +$1.32K | ﹤0.01% | 2848 |
|
|
2023
Q2 | $339K | Sell |
11,480
-521
| -4% | -$15.4K | ﹤0.01% | 2934 |
|
|
2023
Q1 | $366K | Buy |
12,001
+87
| +0.7% | +$2.65K | ﹤0.01% | 2549 |
|
|
2022
Q4 | $435K | Buy |
11,914
+280
| +2% | +$10.2K | ﹤0.01% | 2531 |
|
|
2022
Q3 | $376K | Buy |
11,634
+658
| +6% | +$21.3K | ﹤0.01% | 2624 |
|
|
2022
Q2 | $342K | Buy |
+10,976
| New | +$342K | ﹤0.01% | 2686 |
|
|
2021
Q2 | – | Sell |
-13,207
| Closed | -$327K | – | 3028 |
|
|
2021
Q1 | $327K | Sell |
13,207
-245
| -2% | -$6.07K | ﹤0.01% | 2670 |
|
|
2020
Q4 | $248K | Buy |
13,452
+1,702
| +14% | +$31.4K | ﹤0.01% | 2750 |
|
|
2020
Q3 | $168K | Sell |
11,750
-1,728
| -13% | -$24.7K | ﹤0.01% | 2738 |
|
|
2020
Q2 | $222K | Sell |
13,478
-3,785
| -22% | -$62.3K | ﹤0.01% | 2724 |
|
|
2020
Q1 | $268K | Buy |
17,263
+4,570
| +36% | +$70.9K | ﹤0.01% | 2459 |
|
|
2019
Q4 | $334K | Buy |
12,693
+37
| +0.3% | +$974 | ﹤0.01% | 2543 |
|
|
2019
Q3 | $305K | Buy |
12,656
+1,122
| +10% | +$27K | ﹤0.01% | 2575 |
|
|
2019
Q2 | $271K | Buy |
11,534
+347
| +3% | +$8.15K | ﹤0.01% | 2646 |
|
|
2019
Q1 | $224K | Sell |
11,187
-160
| -1% | -$3.2K | ﹤0.01% | 2702 |
|
|
2018
Q4 | $221K | Buy |
+11,347
| New | +$221K | ﹤0.01% | 2684 |
|
|
2018
Q3 | – | Sell |
-8,023
| Closed | -$209K | – | 2920 |
|
|
2018
Q2 | $209K | Buy |
+8,023
| New | +$209K | ﹤0.01% | 2711 |
|
|
2017
Q4 | – | Sell |
-8,873
| Closed | -$202K | – | 2838 |
|
|
2017
Q3 | $202K | Sell |
8,873
-478
| -5% | -$10.9K | ﹤0.01% | 2728 |
|
|
2017
Q2 | $216K | Buy |
9,351
+470
| +5% | +$10.9K | ﹤0.01% | 2720 |
|
|
2017
Q1 | $231K | Buy |
8,881
+382
| +4% | +$9.94K | ﹤0.01% | 2610 |
|
|
2016
Q4 | $202K | Sell |
8,499
-588
| -6% | -$14K | ﹤0.01% | 2668 |
|
|
2016
Q3 | $214K | Buy |
9,087
+200
| +2% | +$4.71K | ﹤0.01% | 2646 |
|
|
2016
Q2 | $209K | Sell |
8,887
-3,101
| -26% | -$72.9K | ﹤0.01% | 2718 |
|
|
2016
Q1 | $275K | Buy |
11,988
+1,235
| +11% | +$28.3K | ﹤0.01% | 2574 |
|
|
2015
Q4 | $269K | Buy |
10,753
+585
| +6% | +$14.6K | ﹤0.01% | 2642 |
|
|
2015
Q3 | $239K | Buy |
10,168
+698
| +7% | +$16.4K | ﹤0.01% | 2687 |
|
|
2015
Q2 | $222K | Buy |
+9,470
| New | +$222K | ﹤0.01% | 2835 |
|