Summit Securities Group’s Financial Institutions FISI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-604	Closed	-$15.1K	–	1043
2025 Q1	$15.1K	Buy	+604	New	+$15.1K	﹤0.01%	378
2014 Q2	–	Sell	-1	Closed	–	–	503
2014 Q1	$0	Buy	+1	New	–	﹤0.01%	382