Lake Street Advisors Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.3M | Sell |
6,327
-167
| -3% | -$34.3K | 0.06% | 192 |
|
|
2024
Q3 | $1.17M | Buy |
6,494
+95
| +1% | +$17.1K | 0.05% | 196 |
|
|
2024
Q2 | $954K | Sell |
6,399
-48
| -0.7% | -$7.15K | 0.05% | 222 |
|
|
2024
Q1 | $1.03M | Buy |
6,447
+28
| +0.4% | +$4.48K | 0.05% | 226 |
|
|
2023
Q4 | $853K | Buy |
+6,419
| New | +$853K | 0.04% | 244 |
|
|
2021
Q3 | – | Sell |
-2,565
| Closed | -$285K | – | 301 |
|
|
2021
Q2 | $285K | Buy |
2,565
+41
| +2% | +$4.56K | 0.02% | 255 |
|
|
2021
Q1 | $300K | Sell |
2,524
-1,564
| -38% | -$186K | 0.02% | 238 |
|
|
2020
Q4 | $465K | Sell |
4,088
-6
| -0.1% | -$682 | 0.04% | 161 |
|
|
2020
Q3 | $422K | Buy |
4,094
+429
| +12% | +$44.2K | 0.04% | 157 |
|
|
2020
Q2 | $358K | Buy |
+3,665
| New | +$358K | 0.04% | 174 |
|
|
2020
Q1 | – | Sell |
-1,867
| Closed | -$216K | – | 263 |
|
|
2019
Q4 | $216K | Buy |
+1,867
| New | +$216K | 0.02% | 233 |
|