Cetera Investment Advisers’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Sell |
107,587
-2,771
| -3% | -$478K | 0.03% | 548 |
|
|
2025
Q1 | $24.4M | Buy |
110,358
+12,437
| +13% | +$2.75M | 0.05% | 399 |
|
|
2024
Q4 | $20.1M | Buy |
97,921
+8,507
| +10% | +$1.75M | 0.04% | 426 |
|
|
2024
Q3 | $16.1M | Sell |
89,414
-5,506
| -6% | -$989K | 0.04% | 494 |
|
|
2024
Q2 | $14.1M | Sell |
94,920
-4,115
| -4% | -$613K | 0.03% | 519 |
|
|
2024
Q1 | $15.8M | Buy |
99,035
+61,480
| +164% | +$9.83M | 0.04% | 471 |
|
|
2023
Q4 | $4.99M | Sell |
37,555
-550
| -1% | -$73.1K | 0.04% | 433 |
|
|
2023
Q3 | $4.3M | Buy |
38,105
+177
| +0.5% | +$20K | 0.04% | 461 |
|
|
2023
Q2 | $4.78M | Buy |
37,928
+2,151
| +6% | +$271K | 0.04% | 422 |
|
|
2023
Q1 | $4.04M | Sell |
35,777
-7,190
| -17% | -$813K | 0.04% | 465 |
|
|
2022
Q4 | $4.34M | Buy |
42,967
+31,232
| +266% | +$3.16M | 0.04% | 427 |
|
|
2022
Q3 | $1.1M | Sell |
11,735
-962
| -8% | -$90K | 0.02% | 678 |
|
|
2022
Q2 | $1.13M | Buy |
12,697
+318
| +3% | +$28.3K | 0.02% | 745 |
|
|
2022
Q1 | $1.26M | Sell |
12,379
-871
| -7% | -$88.3K | 0.02% | 739 |
|
|
2021
Q4 | $1.38M | Buy |
13,250
+782
| +6% | +$81.2K | 0.02% | 683 |
|
|
2021
Q3 | $1.35M | Sell |
12,468
-2,871
| -19% | -$312K | 0.02% | 660 |
|
|
2021
Q2 | $1.64M | Buy |
15,339
+2,715
| +22% | +$290K | 0.03% | 585 |
|
|
2021
Q1 | $1.5M | Sell |
12,624
-5,422
| -30% | -$646K | 0.03% | 510 |
|
|
2020
Q4 | $2.06M | Buy |
18,046
+11,591
| +180% | +$1.32M | 0.04% | 419 |
|
|
2020
Q3 | $665K | Sell |
6,455
-202
| -3% | -$20.8K | 0.05% | 328 |
|
|
2020
Q2 | $650K | Sell |
6,657
-843
| -11% | -$82.3K | 0.06% | 310 |
|
|
2020
Q1 | $712K | Sell |
7,500
-1,357
| -15% | -$129K | 0.09% | 239 |
|
|
2019
Q4 | $1.03M | Buy |
8,857
+62
| +0.7% | +$7.18K | 0.1% | 206 |
|
|
2019
Q3 | $908K | Buy |
8,795
+409
| +5% | +$42.2K | 0.11% | 201 |
|
|
2019
Q2 | $764K | Buy |
8,386
+346
| +4% | +$31.5K | 0.1% | 218 |
|
|
2019
Q1 | $711K | Buy |
8,040
+241
| +3% | +$21.3K | 0.1% | 214 |
|
|
2018
Q4 | $571K | Buy |
7,799
+544
| +7% | +$39.8K | 0.09% | 225 |
|
|
2018
Q3 | $596K | Sell |
7,255
-1,651
| -19% | -$136K | 0.09% | 242 |
|
|
2018
Q2 | $661K | Buy |
8,906
+242
| +3% | +$18K | 0.12% | 202 |
|
|
2018
Q1 | $619K | Buy |
+8,664
| New | +$619K | 0.12% | 203 |
|