OFS
FI icon

OneAscent Financial Services’s Fiserv FI Stock Holding History

OneAscent Financial Services’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 		$355K Sell
2,057
-915
-31% -$158K 0.03% 375
2025
Q1 		$658K Buy
2,972
+1,435
+93% +$318K 0.04% 281
2024
Q4 		$316K Sell
1,537
-333
-18% -$68.5K 0.03% 348
2024
Q3 		$336K Buy
+1,870
New +$336K 0.24% 109