LPL Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Buy |
716,280
+126,862
| +22% | +$21.9M | 0.04% | 406 |
|
|
2025
Q1 | $130M | Buy |
589,418
+84,734
| +17% | +$18.7M | 0.05% | 339 |
|
|
2024
Q4 | $104M | Buy |
504,684
+112,144
| +29% | +$23M | 0.04% | 388 |
|
|
2024
Q3 | $70.5M | Buy |
392,540
+29,893
| +8% | +$5.37M | 0.03% | 485 |
|
|
2024
Q2 | $54M | Buy |
362,647
+30,080
| +9% | +$4.48M | 0.03% | 531 |
|
|
2024
Q1 | $53.2M | Buy |
332,567
+20,798
| +7% | +$3.32M | 0.03% | 526 |
|
|
2023
Q4 | $41.4M | Buy |
311,769
+12,581
| +4% | +$1.67M | 0.03% | 561 |
|
|
2023
Q3 | $33.8M | Buy |
299,188
+11,612
| +4% | +$1.31M | 0.02% | 589 |
|
|
2023
Q2 | $36.3M | Buy |
287,576
+87
| +0% | +$11K | 0.03% | 540 |
|
|
2023
Q1 | $32.5M | Buy |
287,489
+61,891
| +27% | +$7M | 0.03% | 549 |
|
|
2022
Q4 | $22.8M | Buy |
225,598
+2,773
| +1% | +$280K | 0.02% | 656 |
|
|
2022
Q3 | $20.9M | Sell |
222,825
-7,207
| -3% | -$674K | 0.02% | 631 |
|
|
2022
Q2 | $20.5M | Sell |
230,032
-522
| -0.2% | -$46.4K | 0.02% | 631 |
|
|
2022
Q1 | $23.4M | Buy |
230,554
+363
| +0.2% | +$36.8K | 0.02% | 606 |
|
|
2021
Q4 | $23.9M | Buy |
230,191
+20,103
| +10% | +$2.09M | 0.02% | 613 |
|
|
2021
Q3 | $22.8M | Sell |
210,088
-4,532
| -2% | -$492K | 0.02% | 574 |
|
|
2021
Q2 | $22.9M | Sell |
214,620
-11,571
| -5% | -$1.24M | 0.02% | 542 |
|
|
2021
Q1 | $26.9M | Buy |
226,191
+21,351
| +10% | +$2.54M | 0.03% | 440 |
|
|
2020
Q4 | $23.3M | Buy |
204,840
+56,185
| +38% | +$6.4M | 0.03% | 422 |
|
|
2020
Q3 | $15.3M | Sell |
148,655
-46,969
| -24% | -$4.84M | 0.02% | 476 |
|
|
2020
Q2 | $19.1M | Buy |
195,624
+15,384
| +9% | +$1.5M | 0.03% | 385 |
|
|
2020
Q1 | $17.1M | Buy |
180,240
+31,748
| +21% | +$3.02M | 0.04% | 347 |
|
|
2019
Q4 | $17.2M | Buy |
148,492
+20,408
| +16% | +$2.36M | 0.03% | 401 |
|
|
2019
Q3 | $13.3M | Buy |
128,084
+17,258
| +16% | +$1.79M | 0.03% | 439 |
|
|
2019
Q2 | $10.1M | Buy |
110,826
+2,926
| +3% | +$267K | 0.02% | 501 |
|
|
2019
Q1 | $9.53M | Buy |
107,900
+4,951
| +5% | +$437K | 0.02% | 518 |
|
|
2018
Q4 | $7.57M | Buy |
102,949
+13,195
| +15% | +$970K | 0.02% | 543 |
|
|
2018
Q3 | $7.39M | Buy |
89,754
+20,382
| +29% | +$1.68M | 0.02% | 591 |
|
|
2018
Q2 | $5.14M | Buy |
69,372
+7,519
| +12% | +$557K | 0.01% | 701 |
|
|
2018
Q1 | $4.41M | Buy |
61,853
+7,967
| +15% | +$568K | 0.01% | 747 |
|
|
2017
Q4 | $3.53M | Sell |
53,886
-178
| -0.3% | -$11.7K | 0.01% | 787 |
|
|
2017
Q3 | $3.49M | Sell |
54,064
-1,978
| -4% | -$128K | 0.01% | 735 |
|
|
2017
Q2 | $3.43M | Buy |
56,042
+20,018
| +56% | +$1.22M | 0.01% | 697 |
|
|
2017
Q1 | $2.08M | Buy |
36,024
+1,822
| +5% | +$105K | 0.01% | 820 |
|
|
2016
Q4 | $1.84M | Buy |
34,202
+13,410
| +64% | +$719K | 0.01% | 856 |
|
|
2016
Q3 | $1.03M | Buy |
20,792
+6,680
| +47% | +$331K | 0.01% | 1167 |
|
|
2016
Q2 | $767K | Sell |
14,112
-62,276
| -82% | -$3.38M | 0.01% | 1350 |
|
|
2016
Q1 | $3.86M | Buy |
76,388
+17,220
| +29% | +$870K | 0.01% | 841 |
|
|
2015
Q4 | $2.66M | Buy |
59,168
+27,352
| +86% | +$1.23M | 0.01% | 1004 |
|
|
2015
Q3 | $1.42M | Buy |
31,816
+682
| +2% | +$30.4K | 0.01% | 1023 |
|
|
2015
Q2 | $1.31M | Buy |
31,134
+4,506
| +17% | +$190K | 0.01% | 1162 |
|
|
2015
Q1 | $1.06M | Sell |
26,628
-4,400
| -14% | -$175K | 0.01% | 1306 |
|
|
2014
Q4 | $1.1M | Sell |
31,028
-30
| -0.1% | -$1.07K | 0.01% | 1236 |
|
|
2014
Q3 | $999K | Buy |
31,058
+630
| +2% | +$20.3K | 0.01% | 1270 |
|
|
2014
Q2 | $918K | Buy |
30,428
+302
| +1% | +$9.11K | 0.01% | 1391 |
|
|
2014
Q1 | $854K | Sell |
30,126
-1,388
| -4% | -$39.3K | 0.01% | 1363 |
|
|
2013
Q4 | $930K | Buy |
31,514
+7,522
| +31% | +$222K | 0.01% | 1281 |
|
|
2013
Q3 | $614K | Buy |
23,992
+2,396
| +11% | +$61.3K | ﹤0.01% | 1490 |
|
|
2013
Q2 | $472K | Buy |
+21,596
| New | +$472K | ﹤0.01% | 1598 |
|