Summit Global Investments’s Financial Institutions FISI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$418K Buy
2024
Q3
$384K Buy
2017
Q2
Sell
2017
Q1
$293K Hold
2016
Q4
$304K Buy