Leuthold Group’s Fiserv FI Stock Holding History

Leuthold Group’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,650	Closed	-$585K	–	214
2025 Q1	$585K	Sell	2,650 -73	-3%	-$16.1K	0.08%	153
2024 Q4	$559K	Buy	+2,723	New	+$559K	0.07%	152
2020 Q1	–	Sell	-80,723	Closed	-$9.33M	–	160
2019 Q4	$9.33M	Sell	80,723 -4,037	-5%	-$467K	1.22%	21
2019 Q3	$8.78M	Buy	84,760 +964	+1%	+$99.9K	1.15%	22
2019 Q2	$7.64M	Sell	83,796 -5,491	-6%	-$501K	0.99%	30
2019 Q1	$7.88M	Sell	89,287 -3,062	-3%	-$270K	1.06%	24
2018 Q4	$6.79M	Sell	92,349 -11,072	-11%	-$814K	0.97%	28
2018 Q3	$8.52M	Sell	103,421 -2,475	-2%	-$204K	0.93%	28
2018 Q2	$7.85M	Sell	105,896 -1,172	-1%	-$86.8K	0.86%	29
2018 Q1	$7.64M	Sell	107,068 -18,568	-15%	-$1.32M	0.87%	32
2017 Q4	$8.24M	Sell	125,636 -2,666	-2%	-$175K	0.82%	34
2017 Q3	$8.27M	Sell	128,302 -2,884	-2%	-$186K	0.84%	27
2017 Q2	$8.03M	Sell	131,186 -4,556	-3%	-$279K	0.86%	27
2017 Q1	$7.83M	Sell	135,742 -3,026	-2%	-$174K	0.84%	26
2016 Q4	$7.37M	Sell	138,768 -12,838	-8%	-$682K	0.82%	31
2016 Q3	$7.54M	Sell	151,606 -5,012	-3%	-$249K	0.79%	35
2016 Q2	$8.52M	Buy	156,618 +15,126	+11%	+$822K	0.9%	27
2016 Q1	$7.26M	Buy	141,492 +2,808	+2%	+$144K	0.79%	43
2015 Q4	$6.34M	Buy	138,684 +6,632	+5%	+$303K	0.67%	48
2015 Q3	$5.72M	Sell	132,052 -17,620	-12%	-$763K	0.6%	55
2015 Q2	$6.2M	Buy	149,672 +6,006	+4%	+$249K	0.58%	52
2015 Q1	$5.7M	Buy	143,666 +536	+0.4%	+$21.3K	0.53%	64
2014 Q4	$5.08M	Sell	143,130 -30,886	-18%	-$1.1M	0.5%	68
2014 Q3	$5.62M	Sell	174,016 -16,966	-9%	-$548K	0.51%	75
2014 Q2	$5.76M	Sell	190,982 -126	-0.1%	-$3.8K	0.49%	82
2014 Q1	$5.42M	Sell	191,108 -2,208	-1%	-$62.6K	0.48%	80
2013 Q4	$5.71M	Buy	193,316 +33,376	+21%	+$985K	0.51%	73
2013 Q3	$4.04M	Sell	159,940 -8,080	-5%	-$204K	0.37%	89
2013 Q2	$3.67M	Buy	+168,020	New	+$3.67M	0.34%	91