Russell Investments Group’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $321K | Sell |
5,961
-57
| -0.9% | -$3.17K | ﹤0.01% | 2678 |
|
|
2025
Q4 | $327K | Sell |
6,018
-69
| -1% | -$3.61K | ﹤0.01% | 2650 |
|
|
2025
Q3 | $312K | Buy |
6,087
+727
| +14% | +$37.2K | ﹤0.01% | 2646 |
|
|
2025
Q2 | $272K | Sell |
5,360
-3
| -0.1% | -$144 | ﹤0.01% | 2555 |
|
|
2025
Q1 | $253K | Sell |
5,363
-1,338
| -20% | -$66K | ﹤0.01% | 2520 |
|
|
2024
Q4 | $310K | Sell |
6,701
-2,147
| -24% | -$101K | ﹤0.01% | 2418 |
|
|
2024
Q3 | $403K | Buy |
8,848
+5,381
| +155% | +$227K | ﹤0.01% | 2338 |
|
|
2024
Q2 | $128K | Hold |
3,467
| – | – | ﹤0.01% | 2575 |
|
|
2024
Q1 | $130K | Hold |
3,467
| – | – | ﹤0.01% | 2528 |
|
|
2023
Q4 | $139K | Hold |
3,467
| – | – | ﹤0.01% | 2502 |
|
|
2023
Q3 | $104K | Hold |
3,467
| – | – | ﹤0.01% | 2612 |
|
|
2023
Q2 | $102K | Buy |
3,467
+6
| +0.2% | +$170 | ﹤0.01% | 2598 |
|
|
2023
Q1 | $106K | Buy |
+3,461
| New | +$119K | ﹤0.01% | 2579 |
|
|
2022
Q2 | – | Sell |
-3,005
| Closed | -$98K | – | 2912 |
|
|
2022
Q1 | $98K | Sell |
3,005
-900
| -23% | -$29K | ﹤0.01% | 2567 |
|
|
2021
Q4 | $113K | Buy |
3,905
+2,005
| +106% | +$58.6K | ﹤0.01% | 2822 |
|
|
2021
Q3 | $54K | Hold |
1,900
| – | – | ﹤0.01% | 2939 |
|
|
2021
Q2 | $51K | Buy |
+1,900
| New | +$50.1K | ﹤0.01% | 3125 |
|
|
2020
Q3 | – | Sell |
-1,800
| Closed | -$29K | – | 3209 |
|
|
2020
Q2 | $29K | Sell |
1,800
-8,970
| -83% | -$140K | ﹤0.01% | 3028 |
|
|
2020
Q1 | $166K | Sell |
10,770
-1,818
| -14% | -$41.5K | ﹤0.01% | 2594 |
|
|
2019
Q4 | $331K | Hold |
12,588
| – | – | ﹤0.01% | 2542 |
|
|
2019
Q3 | $303K | Hold |
12,588
| – | – | ﹤0.01% | 2465 |
|
|
2019
Q2 | $296K | Sell |
12,588
-7,126
| -36% | -$162K | ﹤0.01% | 2424 |
|
|
2019
Q1 | $395K | Sell |
19,714
-31,225
| -61% | -$660K | ﹤0.01% | 2417 |
|
|
2018
Q4 | $994K | Buy |
50,939
+28,003
| +122% | +$580K | ﹤0.01% | 1962 |
|
|
2018
Q3 | $532K | Sell |
22,936
-310
| -1% | -$7.3K | ﹤0.01% | 2362 |
|
|
2018
Q2 | $604K | Sell |
23,246
-16,352
| -41% | -$423K | ﹤0.01% | 2329 |
|
|
2018
Q1 | $996K | Buy |
39,598
+1,454
| +4% | +$35K | ﹤0.01% | 2207 |
|
|
2017
Q4 | $853K | Buy |
38,144
+25,984
| +214% | +$587K | ﹤0.01% | 2220 |
|
|
2017
Q3 | $277K | Sell |
12,160
-1,200
| -9% | -$26.2K | ﹤0.01% | 2605 |
|
|
2017
Q2 | $308K | Hold |
13,360
| – | – | ﹤0.01% | 2585 |
|
|
2017
Q1 | $347K | Sell |
13,360
-1,100
| -8% | -$27.3K | ﹤0.01% | 2555 |
|
|
2016
Q4 | $343K | Buy |
+14,460
| New | +$321K | ﹤0.01% | 2577 |
|
Other funds holding FBIZ
FBFS
VCM
BFC
CCM