JNBA Financial Advisors’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 | $144K | Sell |
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|
2025
Q2 | $196K | Hold |
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|
2025
Q1 | $251K | Hold |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $200K | Hold |
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|
2024
Q2 | $166K | Hold |
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|
2024
Q1 | $178K | Hold |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $126K | Hold |
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|
2023
Q2 | $141K | Hold |
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|
2023
Q1 | $126K | Hold |
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|
2022
Q4 | $113K | Hold |
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|
2022
Q3 | $104K | Hold |
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|
2022
Q2 | $99K | Hold |
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|
2022
Q1 | $113K | Hold |
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|
2021
Q4 | $116K | Sell |
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|
2021
Q3 | $153K | Buy |
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|
2021
Q2 | $119K | Hold |
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|
2021
Q1 | $133K | Sell |
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|
2020
Q4 | $133K | Buy |
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|
2020
Q3 | $115K | Hold |
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|
2020
Q2 | $109K | Hold |
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|
2020
Q1 | $106K | Hold |
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|
2019
Q4 | $129K | Hold |
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|
2019
Q3 | $115K | Hold |
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|
2019
Q2 | $102K | Hold |
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|
2019
Q1 | $98K | Hold |
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|
2018
Q4 | $82K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $83K | Hold |
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|
2018
Q1 | $79K | Hold |
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|
2017
Q4 | $73K | Hold |
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|
2017
Q3 | $72K | Hold |
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|
2017
Q2 | $68K | Hold |
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|
2017
Q1 | $64K | Sell |
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|
2016
Q4 | $69K | Sell |
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|
2016
Q3 | $67K | Buy |
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|
2016
Q2 | $71K | Hold |
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|
2016
Q1 | $67K | Hold |
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|
2015
Q4 | $59K | Hold |
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|
2015
Q3 | $56K | Hold |
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|
2015
Q2 | $54K | Hold |
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|
2015
Q1 | $52K | Sell |
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|
2014
Q4 | $53K | Hold |
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|
2014
Q3 | $48K | Hold |
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|
2014
Q2 | $45K | Hold |
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|
2014
Q1 | $43K | Hold |
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|
2013
Q4 | $44K | Hold |
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|
2013
Q3 | $38K | Hold |
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|
2013
Q2 | $33K | Buy |
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