Capital Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Sell |
5,073
-36
| -0.7% | -$6.21K | 0.02% | 343 |
|
|
2025
Q1 | $1.13M | Buy |
5,109
+203
| +4% | +$44.8K | 0.02% | 303 |
|
|
2024
Q4 | $1.01M | Buy |
4,906
+229
| +5% | +$47K | 0.02% | 310 |
|
|
2024
Q3 | $840K | Sell |
4,677
-43
| -0.9% | -$7.73K | 0.02% | 323 |
|
|
2024
Q2 | $703K | Buy |
4,720
+57
| +1% | +$8.5K | 0.02% | 344 |
|
|
2024
Q1 | $745K | Sell |
4,663
-88
| -2% | -$14.1K | 0.02% | 336 |
|
|
2023
Q4 | $631K | Buy |
4,751
+117
| +3% | +$15.5K | 0.02% | 339 |
|
|
2023
Q3 | $523K | Sell |
4,634
-677
| -13% | -$76.5K | 0.01% | 351 |
|
|
2023
Q2 | $670K | Sell |
5,311
-36
| -0.7% | -$4.54K | 0.02% | 300 |
|
|
2023
Q1 | $604K | Buy |
5,347
+1,429
| +36% | +$162K | 0.02% | 324 |
|
|
2022
Q4 | $396K | Hold |
3,918
| – | – | 0.01% | 391 |
|
|
2022
Q3 | $367K | Sell |
3,918
-91
| -2% | -$8.52K | 0.01% | 379 |
|
|
2022
Q2 | $357K | Sell |
4,009
-212
| -5% | -$18.9K | 0.01% | 388 |
|
|
2022
Q1 | $428K | Sell |
4,221
-89
| -2% | -$9.02K | 0.01% | 386 |
|
|
2021
Q4 | $447K | Sell |
4,310
-100
| -2% | -$10.4K | 0.01% | 392 |
|
|
2021
Q3 | $478K | Buy |
4,410
+90
| +2% | +$9.76K | 0.02% | 370 |
|
|
2021
Q2 | $462K | Buy |
4,320
+91
| +2% | +$9.73K | 0.02% | 373 |
|
|
2021
Q1 | $503K | Sell |
4,229
-243
| -5% | -$28.9K | 0.02% | 344 |
|
|
2020
Q4 | $509K | Buy |
4,472
+40
| +0.9% | +$4.55K | 0.02% | 330 |
|
|
2020
Q3 | $457K | Hold |
4,432
| – | – | 0.02% | 331 |
|
|
2020
Q2 | $433K | Sell |
4,432
-200
| -4% | -$19.5K | 0.02% | 330 |
|
|
2020
Q1 | $440K | Sell |
4,632
-24
| -0.5% | -$2.28K | 0.03% | 300 |
|
|
2019
Q4 | $538K | Sell |
4,656
-675
| -13% | -$78K | 0.03% | 314 |
|
|
2019
Q3 | $552K | Buy |
5,331
+781
| +17% | +$80.9K | 0.03% | 297 |
|
|
2019
Q2 | $415K | Buy |
4,550
+1,135
| +33% | +$104K | 0.02% | 331 |
|
|
2019
Q1 | $301K | Buy |
3,415
+690
| +25% | +$60.8K | 0.02% | 374 |
|
|
2018
Q4 | $200K | Buy |
+2,725
| New | +$200K | 0.01% | 436 |
|