Kestra Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.34M | Sell |
42,576
-2,468
| -5% | -$426K | 0.04% | 476 |
|
|
2025
Q1 | $9.95M | Sell |
45,044
-87
| -0.2% | -$19.2K | 0.05% | 350 |
|
|
2024
Q4 | $9.27M | Sell |
45,131
-60,802
| -57% | -$12.5M | 0.05% | 371 |
|
|
2024
Q3 | $19M | Buy |
105,933
+588
| +0.6% | +$106K | 0.1% | 207 |
|
|
2024
Q2 | $15.5M | Buy |
105,345
+61,901
| +142% | +$9.13M | 0.09% | 251 |
|
|
2024
Q1 | $6.94M | Buy |
43,444
+1,193
| +3% | +$191K | 0.05% | 418 |
|
|
2023
Q4 | $5.61M | Sell |
42,251
-2,844
| -6% | -$378K | 0.05% | 415 |
|
|
2023
Q3 | $5.09M | Buy |
45,095
+19,514
| +76% | +$2.2M | 0.05% | 378 |
|
|
2023
Q2 | $3.23M | Sell |
25,581
-3,059
| -11% | -$386K | 0.03% | 518 |
|
|
2023
Q1 | $3.24M | Sell |
28,640
-17,286
| -38% | -$1.95M | 0.04% | 483 |
|
|
2022
Q4 | $4.64M | Sell |
45,926
-9,799
| -18% | -$990K | 0.04% | 461 |
|
|
2022
Q3 | $5.21M | Buy |
55,725
+22,102
| +66% | +$2.07M | 0.06% | 364 |
|
|
2022
Q2 | $2.99M | Buy |
33,623
+1,812
| +6% | +$161K | 0.03% | 523 |
|
|
2022
Q1 | $3.23M | Buy |
31,811
+1,909
| +6% | +$194K | 0.03% | 512 |
|
|
2021
Q4 | $3.1M | Sell |
29,902
-28,007
| -48% | -$2.91M | 0.03% | 529 |
|
|
2021
Q3 | $6.28M | Buy |
57,909
+28,179
| +95% | +$3.06M | 0.06% | 325 |
|
|
2021
Q2 | $3.18M | Buy |
29,730
+2,773
| +10% | +$296K | 0.04% | 497 |
|
|
2021
Q1 | $3.21M | Sell |
26,957
-17,530
| -39% | -$2.09M | 0.04% | 448 |
|
|
2020
Q4 | $5.02M | Buy |
44,487
+23,725
| +114% | +$2.68M | 0.06% | 332 |
|
|
2020
Q3 | $2.14M | Buy |
+20,762
| New | +$2.14M | 0.04% | 419 |
|