Oxford Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
1,674
-81
| -5% | -$14K | 0.02% | 177 |
|
|
2025
Q1 | $388K | Buy |
1,755
+50
| +3% | +$11K | 0.03% | 148 |
|
|
2024
Q4 | $350K | Sell |
1,705
-551
| -24% | -$113K | 0.02% | 191 |
|
|
2024
Q3 | $405K | Buy |
2,256
+77
| +4% | +$13.8K | 0.03% | 164 |
|
|
2024
Q2 | $325K | Buy |
2,179
+39
| +2% | +$5.81K | 0.02% | 207 |
|
|
2024
Q1 | $342K | Sell |
2,140
-3,210
| -60% | -$513K | 0.02% | 170 |
|
|
2023
Q4 | $711K | Buy |
5,350
+3,276
| +158% | +$435K | 0.05% | 104 |
|
|
2023
Q3 | $234K | Buy |
+2,074
| New | +$234K | 0.02% | 197 |
|