HBK Sorce Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $864K | Buy |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.12M | Buy |
|
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|
2023
Q4 | $899K | Sell |
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|
2023
Q3 | $830K | Sell |
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|
2023
Q2 | $975K | Buy |
|
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|
2023
Q1 | $865K | Sell |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $662K | Buy |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $671K | Sell |
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|
2021
Q4 | $769K | Sell |
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|
2021
Q3 | $843K | Buy |
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|
2021
Q2 | $818K | Buy |
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|
2021
Q1 | $901K | Buy |
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|
2020
Q4 | $787K | Sell |
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|
2020
Q3 | $753K | Buy |
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|
2020
Q2 | $686K | Sell |
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|
2020
Q1 | $710K | Buy |
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|
2019
Q4 | $825K | Buy |
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|
2019
Q3 | $714K | Buy |
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|
2019
Q2 | $610K | Buy |
|
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|
2019
Q1 | $569K | Buy |
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|
2018
Q4 | $455K | Sell |
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|
2018
Q3 | $526K | Sell |
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|
2018
Q2 | $484K | Sell |
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|
2018
Q1 | $473K | Buy |
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|
2017
Q4 | $433K | Buy |
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|
2017
Q3 | $321K | Sell |
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|
2017
Q2 | $314K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $419K | Sell |
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|
2016
Q3 | $412K | Buy |
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