Rothschild Investment LLC’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	$1.41K	Buy	55 +35	+175%	+$899	﹤0.01%	2274
2025 Q1	$499	Buy	20 +10	+100%	+$250	﹤0.01%	2614
2024 Q4	$273	Buy	+10	New	+$273	﹤0.01%	2716