Riverwater Partners’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
Q1 | – | Sell |
-9,084
| Closed | -$421K | – | 213 |
|
|
2024
Q4 | $421K | Sell |
9,084
-3,160
| -26% | -$146K | 0.2% | 117 |
|
|
2024
Q3 | $525K | Sell |
12,244
-651
| -5% | -$27.9K | 0.26% | 103 |
|
|
2024
Q2 | $477K | Sell |
12,895
-1,380
| -10% | -$51K | 0.35% | 82 |
|
|
2024
Q1 | $535K | Sell |
14,275
-215
| -1% | -$8.06K | 0.39% | 73 |
|
|
2023
Q4 | $581K | Buy |
14,490
+382
| +3% | +$15.3K | 0.46% | 60 |
|
|
2023
Q3 | $423K | Buy |
14,108
+6,641
| +89% | +$199K | 0.38% | 81 |
|
|
2023
Q2 | $220K | Hold |
7,467
| – | – | 0.2% | 166 |
|
|
2023
Q1 | $228K | Hold |
7,467
| – | – | 0.21% | 160 |
|
|
2022
Q4 | $273K | Hold |
7,467
| – | – | 0.23% | 140 |
|
|
2022
Q3 | $241K | Sell |
7,467
-4,837
| -39% | -$156K | 0.24% | 143 |
|
|
2022
Q2 | $384K | Buy |
12,304
+9
| +0.1% | +$281 | 0.39% | 84 |
|
|
2022
Q1 | $403K | Hold |
12,295
| – | – | 0.66% | 67 |
|
|
2021
Q4 | $359K | Buy |
+12,295
| New | +$359K | 0.32% | 114 |
|