Centaurus Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
3,107
+142
| +5% | +$24.5K | 0.03% | 458 |
|
|
2025
Q1 | $655K | Buy |
2,965
+377
| +15% | +$83.3K | 0.04% | 386 |
|
|
2024
Q4 | $532K | Buy |
2,588
+164
| +7% | +$33.7K | 0.03% | 419 |
|
|
2024
Q3 | $435K | Buy |
2,424
+493
| +26% | +$88.5K | 0.03% | 438 |
|
|
2024
Q2 | $288K | Buy |
1,931
+314
| +19% | +$46.8K | 0.02% | 510 |
|
|
2024
Q1 | $258K | Buy |
1,617
+227
| +16% | +$36.2K | 0.02% | 549 |
|
|
2023
Q4 | $185K | Buy |
+1,390
| New | +$185K | 0.01% | 609 |
|
|
2023
Q2 | – | Sell |
-3,461
| Closed | -$391K | – | 809 |
|
|
2023
Q1 | $391K | Buy |
3,461
+1,201
| +53% | +$136K | 0.03% | 474 |
|
|
2022
Q4 | $228K | Sell |
2,260
-1,059
| -32% | -$107K | 0.02% | 569 |
|
|
2022
Q3 | $311K | Buy |
3,319
+1,091
| +49% | +$102K | 0.03% | 473 |
|
|
2022
Q2 | $198K | Sell |
2,228
-79
| -3% | -$7.02K | 0.02% | 616 |
|
|
2022
Q1 | $234K | Sell |
2,307
-271
| -11% | -$27.5K | 0.02% | 622 |
|
|
2021
Q4 | $268K | Sell |
2,578
-50
| -2% | -$5.2K | 0.02% | 603 |
|
|
2021
Q3 | $285K | Sell |
2,628
-197
| -7% | -$21.4K | 0.02% | 565 |
|
|
2021
Q2 | $302K | Buy |
2,825
+57
| +2% | +$6.09K | 0.03% | 565 |
|
|
2021
Q1 | $330K | Sell |
2,768
-315
| -10% | -$37.6K | 0.03% | 474 |
|
|
2020
Q4 | $351K | Buy |
3,083
+197
| +7% | +$22.4K | 0.04% | 440 |
|
|
2020
Q3 | $297K | Sell |
2,886
-143
| -5% | -$14.7K | 0.04% | 377 |
|
|
2020
Q2 | $296K | Sell |
3,029
-83
| -3% | -$8.11K | 0.04% | 349 |
|
|
2020
Q1 | $296K | Sell |
3,112
-511
| -14% | -$48.6K | 0.06% | 268 |
|
|
2019
Q4 | $419K | Buy |
3,623
+630
| +21% | +$72.9K | 0.06% | 339 |
|
|
2019
Q3 | $310K | Buy |
+2,993
| New | +$310K | 0.05% | 343 |
|
|
2018
Q3 | – | Sell |
-162
| Closed | -$12K | – | 1043 |
|
|
2018
Q2 | $12K | Buy |
+162
| New | +$12K | ﹤0.01% | 1474 |
|