Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-23,878
| Closed | -$560K | – | 2425 |
|
|
2016
Q2 | $560K | Sell |
23,878
-2,425
| -9% | -$56.9K | ﹤0.01% | 1690 |
|
|
2016
Q1 | $603K | Sell |
26,303
-847
| -3% | -$19.4K | ﹤0.01% | 1481 |
|
|
2015
Q4 | $679K | Buy |
27,150
+5,500
| +25% | +$138K | ﹤0.01% | 1484 |
|
|
2015
Q3 | $509K | Sell |
21,650
-2,984
| -12% | -$70.2K | ﹤0.01% | 1542 |
|
|
2015
Q2 | $578K | Sell |
24,634
-5,562
| -18% | -$131K | ﹤0.01% | 1616 |
|
|
2015
Q1 | $653K | Sell |
30,196
-4,698
| -13% | -$102K | ﹤0.01% | 1485 |
|
|
2014
Q4 | $835K | Buy |
34,894
+1,418
| +4% | +$33.9K | ﹤0.01% | 1360 |
|
|
2014
Q3 | $735K | Buy |
33,476
+5,762
| +21% | +$127K | 0.01% | 1308 |
|
|
2014
Q2 | $651K | Sell |
27,714
-1,174
| -4% | -$27.6K | 0.01% | 1341 |
|
|
2014
Q1 | $680K | Buy |
+28,888
| New | +$680K | 0.01% | 1256 |
|