SG Americas Securities’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	–	Sell	-2,751	Closed	-$149K	–	3384
2025 Q4	$149K	Buy	+2,751	New	+$144K	﹤0.01%	3046
2025 Q2	–	Sell	-2,804	Closed	-$132K	–	3150
2025 Q1	$132K	Sell	2,804 -608	-18%	-$30K	﹤0.01%	2842
2024 Q4	$158K	Buy	3,412 +679	+25%	+$31.8K	﹤0.01%	2367
2024 Q3	$125K	Buy	+2,733	New	+$115K	﹤0.01%	2881
2024 Q2	–	Sell	-2,761	Closed	-$104K	–	2991
2024 Q1	$104K	Sell	2,761 -1,519	-35%	-$54.6K	﹤0.01%	2531
2023 Q4	$172K	Buy	4,280 +938	+28%	+$31.6K	﹤0.01%	2302
2023 Q3	$100K	Buy	+3,342	New	+$106K	﹤0.01%	2790
2023 Q2	–	Sell	-3,356	Closed	-$102K	–	2556
2023 Q1	$102K	Buy	+3,356	New	+$115K	﹤0.01%	2901
2019 Q3	–	Sell	-5,019	Closed	-$118K	–	3064
2019 Q2	$118K	Buy	+5,019	New	+$114K	﹤0.01%	2720
2018 Q2	–	Sell	-5,003	Closed	-$126K	–	3378
2018 Q1	$126K	Buy	+5,003	New	+$120K	﹤0.01%	2762
2014 Q3	–	Sell	-7,464	Closed	-$176K	–	2694
2014 Q2	$176K	Buy	+7,464	New	+$172K	﹤0.01%	2088