Kovack 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 | $2.05M | Sell |
11,867
-219
| -2% | -$37.8K | 0.2% | 97 |
|
|
2025
Q1 | $2.67M | Sell |
12,086
-25
| -0.2% | -$5.52K | 0.28% | 74 |
|
|
2024
Q4 | $2.49M | Buy |
12,111
+44
| +0.4% | +$9.04K | 0.24% | 76 |
|
|
2024
Q3 | $2.17M | Hold |
12,067
| – | – | 0.23% | 87 |
|
|
2024
Q2 | $1.8M | Hold |
12,067
| – | – | 0.2% | 107 |
|
|
2024
Q1 | $1.93M | Buy |
12,067
+402
| +3% | +$64.2K | 0.23% | 94 |
|
|
2023
Q4 | $1.55M | Hold |
11,665
| – | – | 0.18% | 117 |
|
|
2023
Q3 | $1.32M | Hold |
11,665
| – | – | 0.18% | 119 |
|
|
2023
Q2 | $1.47M | Hold |
11,665
| – | – | 0.19% | 105 |
|
|
2023
Q1 | $1.32M | Sell |
11,665
-305
| -3% | -$34.5K | 0.18% | 130 |
|
|
2022
Q4 | $1.21M | Sell |
11,970
-16
| -0.1% | -$1.62K | 0.18% | 127 |
|
|
2022
Q3 | $1.12M | Buy |
11,986
+9,234
| +336% | +$864K | 0.16% | 138 |
|
|
2022
Q2 | $245K | Sell |
2,752
-1,580
| -36% | -$141K | 0.03% | 505 |
|
|
2022
Q1 | $439K | Buy |
4,332
+24
| +0.6% | +$2.43K | 0.05% | 424 |
|
|
2021
Q4 | $447K | Buy |
4,308
+661
| +18% | +$68.6K | 0.04% | 410 |
|
|
2021
Q3 | $396K | Buy |
3,647
+543
| +17% | +$59K | 0.04% | 432 |
|
|
2021
Q2 | $332K | Buy |
3,104
+117
| +4% | +$12.5K | 0.04% | 475 |
|
|
2021
Q1 | $356K | Buy |
2,987
+223
| +8% | +$26.6K | 0.05% | 397 |
|
|
2020
Q4 | $315K | Sell |
2,764
-278
| -9% | -$31.7K | 0.05% | 390 |
|
|
2020
Q3 | $313K | Sell |
3,042
-78
| -3% | -$8.03K | 0.06% | 324 |
|
|
2020
Q2 | $305K | Buy |
3,120
+1,008
| +48% | +$98.5K | 0.06% | 319 |
|
|
2020
Q1 | $201K | Sell |
2,112
-104
| -5% | -$9.9K | 0.05% | 374 |
|
|
2019
Q4 | $256K | Buy |
+2,216
| New | +$256K | 0.05% | 394 |
|
|
2016
Q2 | – | Sell |
-4,386
| Closed | -$225K | – | 258 |
|
|
2016
Q1 | $225K | Buy |
+4,386
| New | +$225K | 0.14% | 189 |
|