Summit Global Investments’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,314
| Closed | -$418K | – | 489 |
|
|
2024
Q4 | $418K | Buy |
15,314
+254
| +2% | +$6.93K | 0.03% | 395 |
|
|
2024
Q3 | $384K | Buy |
+15,060
| New | +$384K | 0.02% | 400 |
|
|
2017
Q2 | – | Sell |
-8,900
| Closed | -$293K | – | 254 |
|
|
2017
Q1 | $293K | Hold |
8,900
| – | – | 0.1% | 224 |
|
|
2016
Q4 | $304K | Buy |
+8,900
| New | +$304K | 0.11% | 201 |
|