Allen Capital Group’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,082
Closed -$239K 268
2025
Q1
$239K Buy
1,082
+97
+10% +$21.4K 0.03% 221
2024
Q4
$202K Buy
+985
New +$202K 0.02% 217