BOK Financial Private Wealth’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18
| Closed | -$1.45K | – | 548 |
|
|
2024
Q4 | $1.45K | Buy |
+18
| New | +$1.45K | ﹤0.01% | 469 |
|
|
2023
Q4 | – | Sell |
-270
| Closed | -$14.9K | – | 521 |
|
|
2023
Q3 | $14.9K | Hold |
270
| – | – | ﹤0.01% | 306 |
|
|
2023
Q2 | $14.8K | Hold |
270
| – | – | ﹤0.01% | 302 |
|
|
2023
Q1 | $14.7K | Hold |
270
| – | – | ﹤0.01% | 326 |
|
|
2022
Q4 | $18.3K | Hold |
270
| – | – | ﹤0.01% | 300 |
|
|
2022
Q3 | $20K | Hold |
270
| – | – | ﹤0.01% | 306 |
|
|
2022
Q2 | $25K | Buy |
+270
| New | +$25K | ﹤0.01% | 299 |
|
|
2022
Q1 | – | Sell |
-2,488
| Closed | -$272K | – | 320 |
|
|
2021
Q4 | $272K | Buy |
2,488
+664
| +36% | +$72.6K | 0.02% | 244 |
|
|
2021
Q3 | $222K | Sell |
1,824
-250
| -12% | -$30.4K | 0.02% | 223 |
|
|
2021
Q2 | $294K | Buy |
2,074
+557
| +37% | +$79K | 0.02% | 180 |
|
|
2021
Q1 | $213K | Buy |
+1,517
| New | +$213K | 0.02% | 180 |
|