Lido Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Buy |
34,419
+773
| +2% | +$133K | 0.02% | 312 |
|
|
2025
Q1 | $7.43M | Buy |
33,646
+4,527
| +16% | +$1,000K | 0.03% | 262 |
|
|
2024
Q4 | $5.98M | Sell |
29,119
-35,442
| -55% | -$7.28M | 0.03% | 277 |
|
|
2024
Q3 | $11.6M | Buy |
64,561
+51,473
| +393% | +$9.25M | 0.06% | 172 |
|
|
2024
Q2 | $1.95M | Buy |
13,088
+2,277
| +21% | +$339K | 0.01% | 425 |
|
|
2024
Q1 | $1.73M | Buy |
10,811
+1,102
| +11% | +$176K | 0.01% | 429 |
|
|
2023
Q4 | $1.29M | Buy |
9,709
+568
| +6% | +$75.5K | 0.01% | 480 |
|
|
2023
Q3 | $1.03M | Sell |
9,141
-27,420
| -75% | -$3.1M | 0.01% | 486 |
|
|
2023
Q2 | $4.61M | Buy |
36,561
+13,439
| +58% | +$1.7M | 0.03% | 224 |
|
|
2023
Q1 | $2.61M | Buy |
23,122
+18,898
| +447% | +$2.14M | 0.03% | 279 |
|
|
2022
Q4 | $427K | Buy |
4,224
+100
| +2% | +$10.1K | 0.01% | 586 |
|
|
2022
Q3 | $385K | Buy |
4,124
+338
| +9% | +$31.6K | ﹤0.01% | 560 |
|
|
2022
Q2 | $336K | Buy |
+3,786
| New | +$336K | ﹤0.01% | 599 |
|
|
2021
Q4 | – | Sell |
-2,003
| Closed | -$217K | – | 889 |
|
|
2021
Q3 | $217K | Buy |
+2,003
| New | +$217K | ﹤0.01% | 779 |
|
|
2016
Q2 | – | Sell |
-7,800
| Closed | -$400K | – | 166 |
|
|
2016
Q1 | $400K | Buy |
+7,800
| New | +$400K | 0.13% | 76 |
|