Clearstead Advisors’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
Q2 | $308K | Buy |
3,786
+2,858
| +308% | +$233K | ﹤0.01% | 747 |
|
|
2025
Q1 | $69.3K | Sell |
928
-358
| -28% | -$26.7K | ﹤0.01% | 1084 |
|
|
2024
Q4 | $104K | Sell |
1,286
-2,657
| -67% | -$215K | ﹤0.01% | 1019 |
|
|
2024
Q3 | $330K | Buy |
3,943
+2,510
| +175% | +$210K | 0.01% | 688 |
|
|
2024
Q2 | $108K | Buy |
1,433
+680
| +90% | +$51.2K | ﹤0.01% | 981 |
|
|
2024
Q1 | $57K | Sell |
753
-22
| -3% | -$1.67K | ﹤0.01% | 733 |
|
|
2023
Q4 | $46.5K | Sell |
775
-1,057
| -58% | -$63.5K | ﹤0.01% | 754 |
|
|
2023
Q3 | $101K | Buy |
1,832
+898
| +96% | +$49.6K | ﹤0.01% | 718 |
|
|
2023
Q2 | $51.1K | Sell |
934
-2,387
| -72% | -$131K | ﹤0.01% | 727 |
|
|
2023
Q1 | $180K | Sell |
3,321
-495
| -13% | -$26.9K | 0.01% | 409 |
|
|
2022
Q4 | $259K | Sell |
3,816
-518
| -12% | -$35.2K | 0.02% | 351 |
|
|
2022
Q3 | $327K | Buy |
4,334
+746
| +21% | +$56.3K | 0.03% | 291 |
|
|
2022
Q2 | $329K | Sell |
3,588
-4,103
| -53% | -$376K | 0.03% | 297 |
|
|
2022
Q1 | $772K | Buy |
7,691
+4,468
| +139% | +$448K | 0.05% | 208 |
|
|
2021
Q4 | $352K | Buy |
3,223
+1,775
| +123% | +$194K | 0.02% | 305 |
|
|
2021
Q3 | $176K | Buy |
1,448
+458
| +46% | +$55.7K | 0.01% | 386 |
|
|
2021
Q2 | $140K | Hold |
990
| – | – | 0.01% | 394 |
|
|
2021
Q1 | $139K | Hold |
990
| – | – | 0.01% | 383 |
|
|
2020
Q4 | $140K | Sell |
990
-66
| -6% | -$9.33K | 0.01% | 363 |
|
|
2020
Q3 | $155K | Buy |
1,056
+66
| +7% | +$9.69K | 0.02% | 310 |
|
|
2020
Q2 | $133K | Hold |
990
| – | – | 0.02% | 317 |
|
|
2020
Q1 | $120K | Buy |
+990
| New | +$120K | 0.02% | 305 |
|