LGA
Lebenthal Global Advisors’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Buy |
11,000
+507
| +5% | +$41.3K | 0.17% | 89 |
|
|
2025
Q1 | $784K | Buy |
10,493
+597
| +6% | +$44.6K | 0.15% | 94 |
|
|
2024
Q4 | $799K | Buy |
9,896
+903
| +10% | +$72.9K | 0.15% | 100 |
|
|
2024
Q3 | $753K | Buy |
8,993
+1,083
| +14% | +$90.7K | 0.15% | 95 |
|
|
2024
Q2 | $596K | Buy |
7,910
+1,028
| +15% | +$77.5K | 0.13% | 99 |
|
|
2024
Q1 | $510K | Buy |
6,882
+220
| +3% | +$16.3K | 0.11% | 113 |
|
|
2023
Q4 | $400K | Buy |
+6,662
| New | +$400K | 0.09% | 130 |
|
|
2021
Q1 | – | Sell |
-425
| Closed | -$60K | – | 278 |
|
|
2020
Q4 | $60K | Buy |
+425
| New | +$60K | 0.04% | 238 |
|