Smartleaf Asset Management’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	$518	Sell	20 -285	-93%	-$7.38K	﹤0.01%	2583
2025 Q1	$7.63K	Buy	305 +20	+7%	+$500	﹤0.01%	2030
2024 Q4	$7.7K	Buy	285 +20	+8%	+$540	﹤0.01%	2092
2024 Q3	$6.67K	Sell	265 -20	-7%	-$504	﹤0.01%	1988
2024 Q2	$5.14K	Buy	+285	New	+$5.14K	﹤0.01%	1794