OF
FI icon

Optimize Financial’s Fiserv FI Stock Holding History

Optimize Financial’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 		$287K Sell
1,663
-10
-0.6% -$1.72K 0.18% 164
2025
Q1 		$369K Sell
1,673
-296
-15% -$65.4K 0.27% 133
2024
Q4 		$404K Buy
+1,969
New +$404K 0.3% 93