SG Americas Securities’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $193K | Sell |
6,102
-2,252
| -27% | -$72.5K | ﹤0.01% | 2658 |
|
|
2025
Q4 | $260K | Buy |
+8,354
| New | +$246K | ﹤0.01% | 2823 |
|
|
2025
Q3 | – | Sell |
-8,262
| Closed | -$212K | – | 3440 |
|
|
2025
Q2 | $212K | Buy |
8,262
+2,063
| +33% | +$51.5K | ﹤0.01% | 2228 |
|
|
2025
Q1 | $155K | Sell |
6,199
-1,219
| -16% | -$32.9K | ﹤0.01% | 2722 |
|
|
2024
Q4 | $202K | Buy |
7,418
+964
| +15% | +$25.4K | ﹤0.01% | 2143 |
|
|
2024
Q3 | $164K | Buy |
+6,454
| New | +$154K | ﹤0.01% | 2652 |
|
|
2024
Q2 | – | Sell |
-5,337
| Closed | -$100K | – | 3000 |
|
|
2024
Q1 | $100K | Sell |
5,337
-2,962
| -36% | -$58.6K | ﹤0.01% | 2567 |
|
|
2023
Q4 | $177K | Buy |
8,299
+1,817
| +28% | +$32.4K | ﹤0.01% | 2275 |
|
|
2023
Q3 | $109K | Buy |
+6,482
| New | +$114K | ﹤0.01% | 2736 |
|
|
2023
Q2 | – | Sell |
-5,758
| Closed | -$111K | – | 2570 |
|
|
2023
Q1 | $111K | Buy |
+5,758
| New | +$135K | ﹤0.01% | 2842 |
|
|
2022
Q3 | – | Sell |
-4,300
| Closed | -$112K | – | 3300 |
|
|
2022
Q2 | $112K | Buy |
+4,300
| New | +$120K | ﹤0.01% | 3056 |
|
|
2022
Q1 | – | Sell |
-4,883
| Closed | -$155K | – | 3117 |
|
|
2021
Q4 | $155K | Sell |
4,883
-5,397
| -53% | -$173K | ﹤0.01% | 2804 |
|
|
2021
Q3 | $315K | Buy |
+10,280
| New | +$311K | ﹤0.01% | 2898 |
|
|
2020
Q3 | – | Sell |
-8,587
| Closed | -$160K | – | 2949 |
|
|
2020
Q2 | $160K | Buy |
+8,587
| New | +$150K | ﹤0.01% | 3034 |
|
|
2020
Q1 | – | Sell |
-4,413
| Closed | -$142K | – | 3522 |
|
|
2019
Q4 | $142K | Buy |
+4,413
| New | +$139K | ﹤0.01% | 2729 |
|
|
2019
Q2 | – | Sell |
-4,373
| Closed | -$119K | – | 3193 |
|
|
2019
Q1 | $119K | Buy |
+4,373
| New | +$123K | ﹤0.01% | 2941 |
|
|
2018
Q3 | – | Sell |
-3,959
| Closed | -$130K | – | 3255 |
|
|
2018
Q2 | $130K | Sell |
3,959
-821
| -17% | -$26.3K | ﹤0.01% | 2902 |
|
|
2018
Q1 | $141K | Buy |
+4,780
| New | +$150K | ﹤0.01% | 2687 |
|
|
2017
Q4 | – | Sell |
-4,812
| Closed | -$139K | – | 3338 |
|
|
2017
Q3 | $139K | Buy |
+4,812
| New | +$136K | ﹤0.01% | 2917 |
|
Other funds holding FISI
PCA
VCM
ACM
