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Stonebrook Private’s Financial Institutions FISI Stock Holding History

Stonebrook Private’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Buy
8,701
+17
+0.2% +$437 0.05% 185
2025
Q1 		$217K Buy
8,684
+15
+0.2% +$374 0.06% 178
2024
Q4 		$237K Buy
8,669
+102
+1% +$2.78K 0.06% 158
2024
Q3 		$218K Buy
+8,567
New +$218K 0.06% 166