Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Fiserv FI Stock Holding History

Legacy Financial Group (Iowa)’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 		$269K Sell
2025
Q1 		$365K Hold
2024
Q4 		$340K Buy
2024
Q3 		– Sell
2024
Q2 		$254K Hold
2024
Q1 		$272K Buy
2023
Q4 		– Sell
2023
Q3 		$204K Buy