State Street’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 | $7.89M | Buy |
155,711
+10,710
| +7% | +$543K | ﹤0.01% | 2729 |
|
|
2025
Q1 | $6.84M | Buy |
145,001
+2,385
| +2% | +$112K | ﹤0.01% | 2742 |
|
|
2024
Q4 | $6.6M | Buy |
142,616
+5,926
| +4% | +$274K | ﹤0.01% | 2834 |
|
|
2024
Q3 | $6.23M | Buy |
136,690
+2,607
| +2% | +$119K | ﹤0.01% | 2856 |
|
|
2024
Q2 | $4.96M | Buy |
134,083
+8,636
| +7% | +$319K | ﹤0.01% | 2934 |
|
|
2024
Q1 | $4.7M | Buy |
125,447
+7,773
| +7% | +$291K | ﹤0.01% | 2953 |
|
|
2023
Q4 | $4.72M | Buy |
117,674
+1,598
| +1% | +$64.1K | ﹤0.01% | 2968 |
|
|
2023
Q3 | $3.48M | Sell |
116,076
-100
| -0.1% | -$3K | ﹤0.01% | 3092 |
|
|
2023
Q2 | $3.43M | Buy |
116,176
+2,300
| +2% | +$67.8K | ﹤0.01% | 3179 |
|
|
2023
Q1 | $3.47M | Buy |
113,876
+7,516
| +7% | +$229K | ﹤0.01% | 3128 |
|
|
2022
Q4 | $3.89M | Buy |
106,360
+11,041
| +12% | +$404K | ﹤0.01% | 3141 |
|
|
2022
Q3 | $3.08M | Buy |
95,319
+14,346
| +18% | +$464K | ﹤0.01% | 3284 |
|
|
2022
Q2 | $2.53M | Buy |
80,973
+54,646
| +208% | +$1.7M | ﹤0.01% | 3399 |
|
|
2022
Q1 | $864K | Buy |
26,327
+2,076
| +9% | +$68.1K | ﹤0.01% | 3855 |
|
|
2021
Q4 | $707K | Hold |
24,251
| – | – | ﹤0.01% | 3901 |
|
|
2021
Q3 | $696K | Buy |
24,251
+1,800
| +8% | +$51.7K | ﹤0.01% | 3876 |
|
|
2021
Q2 | $608K | Sell |
22,451
-115,823
| -84% | -$3.14M | ﹤0.01% | 3793 |
|
|
2021
Q1 | $3.42M | Sell |
138,274
-15,665
| -10% | -$387K | ﹤0.01% | 3211 |
|
|
2020
Q4 | $2.83M | Sell |
153,939
-1,461
| -0.9% | -$26.9K | ﹤0.01% | 3224 |
|
|
2020
Q3 | $2.22M | Sell |
155,400
-8,214
| -5% | -$117K | ﹤0.01% | 3157 |
|
|
2020
Q2 | $2.69M | Buy |
163,614
+4,686
| +3% | +$77.1K | ﹤0.01% | 3061 |
|
|
2020
Q1 | $2.46M | Sell |
158,928
-8,804
| -5% | -$136K | ﹤0.01% | 2965 |
|
|
2019
Q4 | $4.42M | Sell |
167,732
-1,738
| -1% | -$45.8K | ﹤0.01% | 2899 |
|
|
2019
Q3 | $4.08M | Buy |
169,470
+1,984
| +1% | +$47.8K | ﹤0.01% | 2883 |
|
|
2019
Q2 | $3.94M | Buy |
167,486
+2,517
| +2% | +$59.2K | ﹤0.01% | 2956 |
|
|
2019
Q1 | $3.3M | Sell |
164,969
-7,228
| -4% | -$145K | ﹤0.01% | 2948 |
|
|
2018
Q4 | $3.36M | Sell |
172,197
-2,421
| -1% | -$47.2K | ﹤0.01% | 2901 |
|
|
2018
Q3 | $4.05M | Sell |
174,618
-2,275
| -1% | -$52.8K | ﹤0.01% | 2963 |
|
|
2018
Q2 | $4.6M | Buy |
176,893
+6,692
| +4% | +$174K | ﹤0.01% | 2903 |
|
|
2018
Q1 | $4.28M | Buy |
170,201
+5,349
| +3% | +$135K | ﹤0.01% | 2876 |
|
|
2017
Q4 | $3.64M | Buy |
164,852
+11,492
| +7% | +$254K | ﹤0.01% | 2941 |
|
|
2017
Q3 | $3.49M | Buy |
153,360
+2,504
| +2% | +$57K | ﹤0.01% | 2960 |
|
|
2017
Q2 | $3.48M | Buy |
150,856
+17,984
| +14% | +$415K | ﹤0.01% | 2912 |
|
|
2017
Q1 | $3.45M | Sell |
132,872
-2,235
| -2% | -$58K | ﹤0.01% | 2882 |
|
|
2016
Q4 | $3.21M | Buy |
135,107
+4,393
| +3% | +$104K | ﹤0.01% | 2905 |
|
|
2016
Q3 | $3.07M | Buy |
130,714
+630
| +0.5% | +$14.8K | ﹤0.01% | 2806 |
|
|
2016
Q2 | $3.05M | Buy |
130,084
+8,857
| +7% | +$208K | ﹤0.01% | 2867 |
|
|
2016
Q1 | $2.78M | Buy |
121,227
+11,504
| +10% | +$264K | ﹤0.01% | 2865 |
|
|
2015
Q4 | $2.75M | Buy |
109,723
+7,129
| +7% | +$178K | ﹤0.01% | 2867 |
|
|
2015
Q3 | $2.41M | Buy |
102,594
+3,796
| +4% | +$89.3K | ﹤0.01% | 2919 |
|
|
2015
Q2 | $2.32M | Buy |
98,798
+7,408
| +8% | +$174K | ﹤0.01% | 3006 |
|
|
2015
Q1 | $1.98M | Buy |
91,390
+12,364
| +16% | +$267K | ﹤0.01% | 3033 |
|
|
2014
Q4 | $1.89M | Buy |
79,026
+3,918
| +5% | +$93.9K | ﹤0.01% | 3068 |
|
|
2014
Q3 | $1.65M | Buy |
75,108
+5,470
| +8% | +$120K | ﹤0.01% | 3094 |
|
|
2014
Q2 | $1.64M | Buy |
+69,638
| New | +$1.64M | ﹤0.01% | 3128 |
|