Kestra Private Wealth Services’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 | $896K | Buy |
11,005
+1,281
| +13% | +$104K | 0.01% | 780 |
|
2025
Q1 | $726K | Buy |
9,724
+1,016
| +12% | +$75.9K | 0.01% | 799 |
|
2024
Q4 | $703K | Sell |
8,708
-307
| -3% | -$24.8K | 0.01% | 778 |
|
2024
Q3 | $755K | Sell |
9,015
-1,460
| -14% | -$122K | 0.01% | 714 |
|
2024
Q2 | $789K | Buy |
10,475
+700
| +7% | +$52.8K | 0.02% | 651 |
|
2024
Q1 | $725K | Buy |
9,775
+1,692
| +21% | +$126K | 0.02% | 655 |
|
2023
Q4 | $486K | Sell |
8,083
-459
| -5% | -$27.6K | 0.01% | 737 |
|
2023
Q3 | $472K | Sell |
8,542
-1,661
| -16% | -$91.8K | 0.01% | 686 |
|
2023
Q2 | $558K | Sell |
10,203
-1,875
| -16% | -$103K | 0.02% | 600 |
|
2023
Q1 | $656K | Buy |
12,078
+4,563
| +61% | +$248K | 0.03% | 521 |
|
2022
Q4 | $510K | Sell |
7,515
-2,697
| -26% | -$183K | 0.03% | 519 |
|
2022
Q3 | $772K | Buy |
10,212
+701
| +7% | +$53K | 0.04% | 385 |
|
2022
Q2 | $872K | Buy |
9,511
+620
| +7% | +$56.8K | 0.05% | 367 |
|
2022
Q1 | $893K | Buy |
8,891
+1,408
| +19% | +$141K | 0.04% | 406 |
|
2021
Q4 | $817K | Buy |
7,483
+223
| +3% | +$24.3K | 0.04% | 443 |
|
2021
Q3 | $883K | Buy |
7,260
+884
| +14% | +$108K | 0.05% | 380 |
|
2021
Q2 | $903K | Buy |
6,376
+2,305
| +57% | +$326K | 0.05% | 353 |
|
2021
Q1 | $572K | Buy |
4,071
+1,642
| +68% | +$231K | 0.04% | 423 |
|
2020
Q4 | $339K | Buy |
2,429
+465
| +24% | +$64.9K | 0.03% | 540 |
|
2020
Q3 | $289K | Buy |
+1,964
| New | +$289K | 0.03% | 494 |
|