Legacy Capital Group California’s Fiserv FI Stock Holding History

Legacy Capital Group California’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$510K	Buy
2025 Q1	$648K	Sell
2024 Q4	$630K	Sell
2024 Q3	$556K	Sell
2024 Q2	$463K	Buy
2024 Q1	$491K	Sell
2023 Q4	$417K	Buy
2023 Q3	$342K	Buy
2023 Q2	$382K	Buy
2023 Q1	$326K	Buy