Siena Capital Partners’s FinWise Bancorp FINW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Hold |
137,123
| – | – | 0.6% | 70 |
|
|
2025
Q1 | $2.4M | Buy |
137,123
+23,405
| +21% | +$410K | 0.71% | 62 |
|
|
2024
Q4 | $1.82M | Hold |
113,718
| – | – | 0.5% | 74 |
|
|
2024
Q3 | $1.77M | Hold |
113,718
| – | – | 0.51% | 78 |
|
|
2024
Q2 | $1.16M | Hold |
113,718
| – | – | 0.38% | 86 |
|
|
2024
Q1 | $1.14M | Hold |
113,718
| – | – | 0.38% | 83 |
|
|
2023
Q4 | $1.63M | Buy |
113,718
+16,282
| +17% | +$233K | 0.51% | 71 |
|
|
2023
Q3 | $872K | Buy |
97,436
+64,470
| +196% | +$577K | 0.31% | 89 |
|
|
2023
Q2 | $295K | Buy |
+32,966
| New | +$295K | 0.1% | 99 |
|