United Capital Financial Advisors’s First Interstate BancSystem FIBK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-5,767
| Closed | -$235K | – | 1174 |
|
2021
Q4 | $235K | Hold |
5,767
| – | – | ﹤0.01% | 1096 |
|
2021
Q3 | $232K | Sell |
5,767
-5,577
| -49% | -$224K | ﹤0.01% | 1087 |
|
2021
Q2 | $475K | Buy |
11,344
+1,968
| +21% | +$82.4K | ﹤0.01% | 866 |
|
2021
Q1 | $432K | Sell |
9,376
-914
| -9% | -$42.1K | ﹤0.01% | 884 |
|
2020
Q4 | $420K | Sell |
10,290
-11,677
| -53% | -$477K | ﹤0.01% | 892 |
|
2020
Q3 | $700K | Sell |
21,967
-10,998
| -33% | -$350K | ﹤0.01% | 747 |
|
2020
Q2 | $1.02M | Sell |
32,965
-58
| -0.2% | -$1.8K | 0.01% | 658 |
|
2020
Q1 | $952K | Buy |
33,023
+58
| +0.2% | +$1.67K | 0.01% | 642 |
|
2019
Q4 | $1.38M | Sell |
32,965
-309
| -0.9% | -$13K | 0.01% | 681 |
|
2019
Q3 | $1.34M | Buy |
33,274
+141
| +0.4% | +$5.67K | 0.01% | 663 |
|
2019
Q2 | $1.31M | Buy |
+33,133
| New | +$1.31M | 0.01% | 721 |
|
2016
Q2 | – | Sell |
-42,423
| Closed | -$1.19M | – | 1261 |
|
2016
Q1 | $1.19M | Sell |
42,423
-4,190
| -9% | -$118K | 0.01% | 660 |
|
2015
Q4 | $1.36M | Sell |
46,613
-2,467
| -5% | -$71.7K | 0.02% | 621 |
|
2015
Q3 | $1.37M | Sell |
49,080
-1,253
| -2% | -$34.9K | 0.02% | 613 |
|
2015
Q2 | $1.4M | Buy |
50,333
+2,514
| +5% | +$69.7K | 0.02% | 662 |
|
2015
Q1 | $1.29M | Buy |
47,819
+9,538
| +25% | +$258K | 0.02% | 671 |
|
2014
Q4 | $1.07M | Buy |
38,281
+10,597
| +38% | +$295K | 0.02% | 634 |
|
2014
Q3 | $736K | Buy |
27,684
+5,608
| +25% | +$149K | 0.01% | 690 |
|
2014
Q2 | $600K | Buy |
+22,076
| New | +$600K | 0.01% | 655 |
|