Segall Bryant & Hamill’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	$1.86M	Sell	72,489 -8,752	-11%	-$225K	0.03%	442
2025 Q1	$2.03M	Sell	81,241 -2,445	-3%	-$61K	0.03%	427
2024 Q4	$2.28M	Buy	83,686 +30,130	+56%	+$822K	0.03%	419
2024 Q3	$1.36M	Buy	+53,556	New	+$1.36M	0.02%	489