Legacy Capital Group California’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
2,960
+26
| +0.9% | +$4.48K | 0.14% | 183 |
|
|
2025
Q1 | $648K | Sell |
2,934
-135
| -4% | -$29.8K | 0.23% | 121 |
|
|
2024
Q4 | $630K | Sell |
3,069
-28
| -0.9% | -$5.75K | 0.19% | 146 |
|
|
2024
Q3 | $556K | Sell |
3,097
-12
| -0.4% | -$2.16K | 0.19% | 160 |
|
|
2024
Q2 | $463K | Buy |
3,109
+34
| +1% | +$5.07K | 0.17% | 176 |
|
|
2024
Q1 | $491K | Sell |
3,075
-63
| -2% | -$10.1K | 0.18% | 172 |
|
|
2023
Q4 | $417K | Buy |
3,138
+110
| +4% | +$14.6K | 0.16% | 184 |
|
|
2023
Q3 | $342K | Buy |
3,028
+2
| +0.1% | +$226 | 0.15% | 191 |
|
|
2023
Q2 | $382K | Buy |
3,026
+144
| +5% | +$18.2K | 0.16% | 187 |
|
|
2023
Q1 | $326K | Buy |
+2,882
| New | +$326K | 0.16% | 182 |
|