Loomis, Sayles & Company’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-209
| Closed | -$46K | – | 751 |
|
|
2025
Q1 | $46K | Sell |
209
-115
| -35% | -$25.3K | ﹤0.01% | 630 |
|
|
2024
Q4 | $67K | Sell |
324
-84
| -21% | -$17.4K | ﹤0.01% | 611 |
|
|
2024
Q3 | $73K | Buy |
408
+7
| +2% | +$1.25K | ﹤0.01% | 593 |
|
|
2024
Q2 | $60K | Buy |
401
+9
| +2% | +$1.35K | ﹤0.01% | 608 |
|
|
2024
Q1 | $63K | Buy |
392
+77
| +24% | +$12.4K | ﹤0.01% | 595 |
|
|
2023
Q4 | $42K | Sell |
315
-60
| -16% | -$8K | ﹤0.01% | 622 |
|
|
2023
Q3 | $42K | Buy |
375
+42
| +13% | +$4.7K | ﹤0.01% | 630 |
|
|
2023
Q2 | $42K | Hold |
333
| – | – | ﹤0.01% | 640 |
|
|
2023
Q1 | $38K | Buy |
333
+206
| +162% | +$23.5K | ﹤0.01% | 659 |
|
|
2022
Q4 | $13K | Hold |
127
| – | – | ﹤0.01% | 772 |
|
|
2022
Q3 | $12K | Buy |
127
+28
| +28% | +$2.65K | ﹤0.01% | 658 |
|
|
2022
Q2 | $9K | Sell |
99
-19
| -16% | -$1.73K | ﹤0.01% | 672 |
|
|
2022
Q1 | $12K | Sell |
118
-63
| -35% | -$6.41K | ﹤0.01% | 695 |
|
|
2021
Q4 | $19K | Sell |
181
-23
| -11% | -$2.41K | ﹤0.01% | 688 |
|
|
2021
Q3 | $22K | Buy |
204
+1
| +0.5% | +$108 | ﹤0.01% | 678 |
|
|
2021
Q2 | $22K | Buy |
203
+10
| +5% | +$1.08K | ﹤0.01% | 662 |
|
|
2021
Q1 | $23K | Sell |
193
-69
| -26% | -$8.22K | ﹤0.01% | 636 |
|
|
2020
Q4 | $30K | Sell |
262
-23
| -8% | -$2.63K | ﹤0.01% | 589 |
|
|
2020
Q3 | $29K | Buy |
+285
| New | +$29K | ﹤0.01% | 589 |
|
|
2016
Q3 | – | Sell |
-84
| Closed | -$5K | – | 1034 |
|
|
2016
Q2 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 846 |
|