Lindbrook Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.97M | Sell |
8,907
-3,033
| -25% | -$670K | 0.18% | 76 |
|
|
2024
Q4 | $2.45M | Buy |
11,940
+31
| +0.3% | +$6.37K | 0.22% | 62 |
|
|
2024
Q3 | $2.14M | Buy |
11,909
+3,063
| +35% | +$550K | 0.19% | 76 |
|
|
2024
Q2 | $1.32M | Buy |
8,846
+3,010
| +52% | +$449K | 0.12% | 103 |
|
|
2024
Q1 | $933K | Sell |
5,836
-69
| -1% | -$11K | 0.09% | 142 |
|
|
2023
Q4 | $784K | Buy |
5,905
+567
| +11% | +$75.3K | 0.08% | 148 |
|
|
2023
Q3 | $603K | Buy |
5,338
+127
| +2% | +$14.3K | 0.07% | 159 |
|
|
2023
Q2 | $657K | Sell |
5,211
-9
| -0.2% | -$1.14K | 0.07% | 159 |
|
|
2023
Q1 | $590K | Sell |
5,220
-4,559
| -47% | -$515K | 0.07% | 155 |
|
|
2022
Q4 | $988K | Buy |
9,779
+5,443
| +126% | +$550K | 0.12% | 118 |
|
|
2022
Q3 | $406K | Buy |
4,336
+165
| +4% | +$15.5K | 0.07% | 173 |
|
|
2022
Q2 | $371K | Buy |
4,171
+3,093
| +287% | +$275K | 0.06% | 188 |
|
|
2022
Q1 | $109K | Buy |
1,078
+127
| +13% | +$12.8K | 0.02% | 438 |
|
|
2021
Q4 | $99K | Buy |
951
+111
| +13% | +$11.6K | 0.02% | 496 |
|
|
2021
Q3 | $91K | Buy |
840
+26
| +3% | +$2.82K | 0.02% | 282 |
|
|
2021
Q2 | $87K | Buy |
814
+4
| +0.5% | +$428 | 0.02% | 316 |
|
|
2021
Q1 | $96K | Buy |
810
+51
| +7% | +$6.04K | 0.02% | 280 |
|
|
2020
Q4 | $86K | Buy |
759
+5
| +0.7% | +$567 | 0.02% | 266 |
|
|
2020
Q3 | $78K | Buy |
754
+81
| +12% | +$8.38K | 0.02% | 254 |
|
|
2020
Q2 | $66K | Sell |
673
-15
| -2% | -$1.47K | 0.02% | 294 |
|
|
2020
Q1 | $65K | Sell |
688
-458
| -40% | -$43.3K | 0.02% | 259 |
|
|
2019
Q4 | $133K | Hold |
1,146
| – | – | 0.05% | 203 |
|
|
2019
Q3 | $119K | Buy |
1,146
+70
| +7% | +$7.27K | 0.04% | 205 |
|
|
2019
Q2 | $98K | Buy |
1,076
+25
| +2% | +$2.28K | 0.04% | 235 |
|
|
2019
Q1 | $92K | Buy |
1,051
+61
| +6% | +$5.34K | 0.04% | 237 |
|
|
2018
Q4 | $72K | Buy |
+990
| New | +$72K | 0.04% | 252 |
|