JNBA Financial 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 | $196K | Hold |
1,138
| – | – | 0.02% | 180 |
|
|
2025
Q1 | $251K | Hold |
1,138
| – | – | 0.03% | 166 |
|
|
2024
Q4 | $234K | Buy |
1,138
+24
| +2% | +$4.93K | 0.02% | 168 |
|
|
2024
Q3 | $200K | Hold |
1,114
| – | – | 0.02% | 182 |
|
|
2024
Q2 | $166K | Hold |
1,114
| – | – | 0.02% | 192 |
|
|
2024
Q1 | $178K | Hold |
1,114
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $148K | Hold |
1,114
| – | – | 0.02% | 201 |
|
|
2023
Q3 | $126K | Hold |
1,114
| – | – | 0.02% | 210 |
|
|
2023
Q2 | $141K | Hold |
1,114
| – | – | 0.02% | 206 |
|
|
2023
Q1 | $126K | Hold |
1,114
| – | – | 0.02% | 218 |
|
|
2022
Q4 | $113K | Hold |
1,114
| – | – | 0.02% | 222 |
|
|
2022
Q3 | $104K | Hold |
1,114
| – | – | 0.02% | 222 |
|
|
2022
Q2 | $99K | Hold |
1,114
| – | – | 0.02% | 220 |
|
|
2022
Q1 | $113K | Hold |
1,114
| – | – | 0.02% | 217 |
|
|
2021
Q4 | $116K | Sell |
1,114
-292
| -21% | -$30.4K | 0.01% | 222 |
|
|
2021
Q3 | $153K | Buy |
1,406
+292
| +26% | +$31.8K | 0.02% | 204 |
|
|
2021
Q2 | $119K | Hold |
1,114
| – | – | 0.02% | 216 |
|
|
2021
Q1 | $133K | Sell |
1,114
-53
| -5% | -$6.33K | 0.02% | 208 |
|
|
2020
Q4 | $133K | Buy |
1,167
+53
| +5% | +$6.04K | 0.02% | 192 |
|
|
2020
Q3 | $115K | Hold |
1,114
| – | – | 0.02% | 185 |
|
|
2020
Q2 | $109K | Hold |
1,114
| – | – | 0.02% | 179 |
|
|
2020
Q1 | $106K | Hold |
1,114
| – | – | 0.03% | 174 |
|
|
2019
Q4 | $129K | Hold |
1,114
| – | – | 0.02% | 170 |
|
|
2019
Q3 | $115K | Hold |
1,114
| – | – | 0.02% | 169 |
|
|
2019
Q2 | $102K | Hold |
1,114
| – | – | 0.02% | 181 |
|
|
2019
Q1 | $98K | Hold |
1,114
| – | – | 0.02% | 178 |
|
|
2018
Q4 | $82K | Buy |
+1,114
| New | +$82K | 0.02% | 170 |
|
|
2018
Q3 | – | Sell |
-1,114
| Closed | -$83K | – | 562 |
|
|
2018
Q2 | $83K | Hold |
1,114
| – | – | 0.02% | 188 |
|
|
2018
Q1 | $79K | Hold |
1,114
| – | – | 0.02% | 187 |
|
|
2017
Q4 | $73K | Hold |
1,114
| – | – | 0.02% | 193 |
|
|
2017
Q3 | $72K | Hold |
1,114
| – | – | 0.02% | 187 |
|
|
2017
Q2 | $68K | Hold |
1,114
| – | – | 0.02% | 184 |
|
|
2017
Q1 | $64K | Sell |
1,114
-186
| -14% | -$10.7K | 0.02% | 185 |
|
|
2016
Q4 | $69K | Sell |
1,300
-48
| -4% | -$2.55K | 0.02% | 182 |
|
|
2016
Q3 | $67K | Buy |
1,348
+48
| +4% | +$2.39K | 0.01% | 464 |
|
|
2016
Q2 | $71K | Hold |
1,300
| – | – | 0.02% | 178 |
|
|
2016
Q1 | $67K | Hold |
1,300
| – | – | 0.02% | 171 |
|
|
2015
Q4 | $59K | Hold |
1,300
| – | – | 0.02% | 179 |
|
|
2015
Q3 | $56K | Hold |
1,300
| – | – | 0.02% | 173 |
|
|
2015
Q2 | $54K | Hold |
1,300
| – | – | 0.02% | 177 |
|
|
2015
Q1 | $52K | Sell |
1,300
-200
| -13% | -$8K | 0.02% | 186 |
|
|
2014
Q4 | $53K | Hold |
1,500
| – | – | 0.02% | 186 |
|
|
2014
Q3 | $48K | Hold |
1,500
| – | – | 0.02% | 193 |
|
|
2014
Q2 | $45K | Hold |
1,500
| – | – | 0.02% | 186 |
|
|
2014
Q1 | $43K | Hold |
1,500
| – | – | 0.02% | 180 |
|
|
2013
Q4 | $44K | Hold |
1,500
| – | – | 0.02% | 171 |
|
|
2013
Q3 | $38K | Hold |
1,500
| – | – | 0.02% | 169 |
|
|
2013
Q2 | $33K | Buy |
+1,500
| New | +$33K | 0.02% | 168 |
|