Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $488K | Sell |
6,039
-295
| -5% | -$23.8K | 0.02% | 336 |
|
|
2024
Q3 | $531K | Sell |
6,334
-346
| -5% | -$29K | 0.02% | 322 |
|
|
2024
Q2 | $503K | Buy |
6,680
+461
| +7% | +$34.7K | 0.02% | 316 |
|
|
2024
Q1 | $461K | Buy |
6,219
+685
| +12% | +$50.8K | 0.02% | 354 |
|
|
2023
Q4 | $332K | Buy |
+5,534
| New | +$332K | 0.02% | 409 |
|
|
2021
Q3 | – | Sell |
-2,199
| Closed | -$294K | – | 302 |
|
|
2021
Q2 | $294K | Sell |
2,199
-131
| -6% | -$17.5K | 0.02% | 249 |
|
|
2021
Q1 | $328K | Sell |
2,330
-112
| -5% | -$15.8K | 0.03% | 217 |
|
|
2020
Q4 | $345K | Sell |
2,442
-189
| -7% | -$26.7K | 0.03% | 204 |
|
|
2020
Q3 | $387K | Buy |
2,631
+127
| +5% | +$18.7K | 0.04% | 166 |
|
|
2020
Q2 | $336K | Sell |
2,504
-240
| -9% | -$32.2K | 0.03% | 181 |
|
|
2020
Q1 | $334K | Buy |
2,744
+778
| +40% | +$94.7K | 0.04% | 155 |
|
|
2019
Q4 | $273K | Buy |
1,966
+252
| +15% | +$35K | 0.03% | 202 |
|
|
2019
Q3 | $217K | Buy |
+1,714
| New | +$217K | 0.02% | 204 |
|