Sowell Financial Services LLC Financial Institutions Inc Transaction History

Sowell Financial Services LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Jan 13, 2021	SELL	$15.45 - $23.22 $154,855 - $232,734	-10,023 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$14.34 - $18.09 $3,083 - $3,889	-215 Reduced 2.1%	10,023 $154,000
Q2 2020 Aug 13, 2020	SELL	$14.31 - $21.66 $9,473 - $14,338	-662 Reduced 6.07%	10,238 $191,000
Q1 2020 May 12, 2020	BUY	$14.28 - $32.29 $55,949 - $126,512	3,918 Added 56.12%	10,900 $198,000
Q4 2019 Feb 07, 2020	BUY	$29.16 - $33.21 $45,110 - $51,375	1,547 Added 28.46%	6,982 $224,000
Q3 2019 Nov 14, 2019	BUY	$26.95 - $31.24 $146,473 - $169,789	5,435 New	5,435 $164,000

127

24.5M

300

Ticker FISI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 15,334,100
Market Cap $410M
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...

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