SG Americas Securities’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
Q2 | – | Sell |
-2,804
| Closed | -$132K | – | 2728 |
|
|
2025
Q1 | $132K | Sell |
2,804
-608
| -18% | -$28.6K | ﹤0.01% | 2527 |
|
|
2024
Q4 | $158K | Buy |
3,412
+679
| +25% | +$31.4K | ﹤0.01% | 2100 |
|
|
2024
Q3 | $125K | Buy |
+2,733
| New | +$125K | ﹤0.01% | 2562 |
|
|
2024
Q2 | – | Sell |
-2,761
| Closed | -$104K | – | 2551 |
|
|
2024
Q1 | $104K | Sell |
2,761
-1,519
| -35% | -$57.2K | ﹤0.01% | 2246 |
|
|
2023
Q4 | $172K | Buy |
4,280
+938
| +28% | +$37.7K | ﹤0.01% | 2095 |
|
|
2023
Q3 | $100K | Buy |
+3,342
| New | +$100K | ﹤0.01% | 2527 |
|
|
2023
Q2 | – | Sell |
-3,356
| Closed | -$102K | – | 2218 |
|
|
2023
Q1 | $102K | Buy |
+3,356
| New | +$102K | ﹤0.01% | 2647 |
|
|
2019
Q3 | – | Sell |
-5,019
| Closed | -$118K | – | 2514 |
|
|
2019
Q2 | $118K | Buy |
+5,019
| New | +$118K | ﹤0.01% | 2335 |
|
|
2018
Q2 | – | Sell |
-5,003
| Closed | -$126K | – | 2826 |
|
|
2018
Q1 | $126K | Buy |
+5,003
| New | +$126K | ﹤0.01% | 2348 |
|
|
2014
Q3 | – | Sell |
-7,464
| Closed | -$176K | – | 2226 |
|
|
2014
Q2 | $176K | Buy |
+7,464
| New | +$176K | ﹤0.01% | 1822 |
|