Bank of Stockton’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $375K | Sell |
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|
2025
Q2 | $508K | Hold |
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|
2025
Q1 | $650K | Sell |
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|
2024
Q4 | $731K | Sell |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $626K | Hold |
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|
2024
Q1 | $671K | Sell |
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|
2023
Q4 | $758K | Hold |
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|
2023
Q3 | $623K | Hold |
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|
2023
Q2 | $688K | Sell |
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|
2023
Q1 | $618K | Sell |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $544K | Sell |
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $611K | Sell |
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|
2021
Q4 | $716K | Sell |
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|
2021
Q3 | $751K | Sell |
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|
2021
Q2 | $750K | Sell |
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|
2021
Q1 | $874K | Sell |
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|
2020
Q4 | $942K | Sell |
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|
2020
Q3 | $981K | Sell |
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|
2020
Q2 | $1.39M | Sell |
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|
2020
Q1 | $1.45M | Sell |
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|
2019
Q4 | $1.79M | Sell |
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|
2019
Q3 | $1.67M | Buy |
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|
2019
Q2 | $1.38M | Sell |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $1.12M | Sell |
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|
2018
Q3 | $1.26M | Buy |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $955K | Sell |
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|
2017
Q3 | $961K | Buy |
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|
2017
Q2 | $876K | Sell |
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|
2017
Q1 | $831K | Sell |
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|
2016
Q4 | $781K | Hold |
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|
2016
Q3 | $731K | Sell |
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|
2016
Q2 | $814K | Buy |
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|
2016
Q1 | $757K | Buy |
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|
2015
Q4 | $666K | Buy |
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|
2015
Q3 | $620K | Buy |
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|
2015
Q2 | $504K | Buy |
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|
2015
Q1 | $433K | Buy |
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|
2014
Q4 | $265K | Buy |
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|
2014
Q3 | $224K | Buy |
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|
2014
Q2 | $203K | Buy |
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