Stifel Financial’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
13,995
-3,935
| -22% | -$79.5K | ﹤0.01% | 3082 |
|
|
2025
Q1 | $366K | Sell |
17,930
-400
| -2% | -$8.16K | ﹤0.01% | 2873 |
|
|
2024
Q4 | $385K | Sell |
18,330
-499
| -3% | -$10.5K | ﹤0.01% | 2831 |
|
|
2024
Q3 | $369K | Sell |
18,829
-411
| -2% | -$8.06K | ﹤0.01% | 2853 |
|
|
2024
Q2 | $375K | Buy |
19,240
+262
| +1% | +$5.1K | ﹤0.01% | 2799 |
|
|
2024
Q1 | $375K | Sell |
18,978
-687
| -3% | -$13.6K | ﹤0.01% | 2774 |
|
|
2023
Q4 | $387K | Buy |
19,665
+2,015
| +11% | +$39.7K | ﹤0.01% | 2702 |
|
|
2023
Q3 | $339K | Buy |
17,650
+14
| +0.1% | +$269 | ﹤0.01% | 2719 |
|
|
2023
Q2 | $346K | Buy |
17,636
+15
| +0.1% | +$294 | ﹤0.01% | 2741 |
|
|
2023
Q1 | $336K | Sell |
17,621
-1,750
| -9% | -$33.4K | ﹤0.01% | 2737 |
|
|
2022
Q4 | $369K | Buy |
+19,371
| New | +$369K | ﹤0.01% | 2641 |
|
|
2017
Q3 | – | Sell |
-11,600
| Closed | -$196K | – | 2603 |
|
|
2017
Q2 | $196K | Buy |
+11,600
| New | +$196K | ﹤0.01% | 2359 |
|