Covestor LTD Financial Institutions Inc Transaction History

Covestor LTD

$160 Million
Q4 2024

A detailed history of Covestor LTD transactions in Financial Institutions Inc stock. As of the latest transaction made, Covestor LTD holds 64 shares of FISI stock, worth $1,848. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 79 18.99%

Holding current value

$1,848

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$23.84 - $28.92 $357 - $433	-15 Reduced 18.99%	64 $2,000
Q3 2024 Nov 01, 2024	SELL	$18.61 - $27.58 $167 - $248	-9 Reduced 10.23%	79 $2,000
Q2 2024 Aug 09, 2024	BUY	$16.34 - $19.32 $441 - $521	27 Added 44.26%	88 $2,000
Q1 2024 May 10, 2024	SELL	$18.06 - $23.01 $884 - $1,127	-49 Reduced 44.55%	61 $1,000
Q4 2023 Feb 09, 2024	SELL	$15.49 - $21.71 $418 - $586	-27 Reduced 19.71%	110 $2,000
Q3 2023 Nov 13, 2023	SELL	$15.82 - $20.12 $47 - $60	-3 Reduced 2.14%	137 $2,000
Q2 2023 Aug 11, 2023	SELL	$15.09 - $19.25 $1,720 - $2,194	-114 Reduced 44.88%	140 $2,000
Q1 2023 May 15, 2023	BUY	$18.68 - $25.68 $1,232 - $1,694	66 Added 35.11%	254 $5,000
Q4 2022 Feb 13, 2023	SELL	$22.96 - $26.54 $459 - $530	-20 Reduced 9.62%	188 $4,000
Q3 2022 Nov 14, 2022	BUY	$23.86 - $28.34 $143 - $170	6 Added 2.97%	208 $5,000
Q2 2022 Aug 10, 2022	BUY	$25.74 - $30.17 $617 - $724	24 Added 13.48%	202 $5,000
Q1 2022 May 13, 2022	BUY	$30.13 - $33.61 $632 - $705	21 Added 13.38%	178 $5,000
Q4 2021 Feb 10, 2022	BUY	$30.8 - $33.45 $4,835 - $5,251	157 New	157 $5,000

Others Institutions Holding FISI

# of Institutions

146

Shares Held

15.7M

Call Options Held

Put Options Held

300

View Full List

About FINANCIAL INSTITUTIONS INC

Ticker FISI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 15,334,100
Market Cap $443M
Description
Financial Institutions, Inc. operates as a holding company for the Five Star Bank, a chartered bank that provides banking and financial services to individuals, municipalities, and businesses in New York. The company offers checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and ind...

More about FISI

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