Kovack 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
Q2 | $2.05M | Sell |
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|
2025
Q1 | $2.67M | Sell |
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|
2024
Q4 | $2.49M | Buy |
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|
2024
Q3 | $2.17M | Hold |
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|
2024
Q2 | $1.8M | Hold |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.55M | Hold |
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|
2023
Q3 | $1.32M | Hold |
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|
2023
Q2 | $1.47M | Hold |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $439K | Buy |
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|
2021
Q4 | $447K | Buy |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $315K | Sell |
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|
2020
Q3 | $313K | Sell |
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|
2020
Q2 | $305K | Buy |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $256K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $225K | Buy |
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