Patriot Financial Group Insurance Agency’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
6,874
+442
| +7% | +$36K | 0.06% | 291 |
|
|
2025
Q1 | $480K | Buy |
6,432
+314
| +5% | +$23.4K | 0.06% | 304 |
|
|
2024
Q4 | $494K | Buy |
6,118
+261
| +4% | +$21.1K | 0.07% | 287 |
|
|
2024
Q3 | $491K | Buy |
5,857
+184
| +3% | +$15.4K | 0.07% | 297 |
|
|
2024
Q2 | $428K | Sell |
5,673
-8,518
| -60% | -$642K | 0.06% | 296 |
|
|
2024
Q1 | $1.05M | Sell |
14,191
-6,434
| -31% | -$477K | 0.17% | 140 |
|
|
2023
Q4 | $1.24M | Buy |
20,625
+1,928
| +10% | +$116K | 0.23% | 102 |
|
|
2023
Q3 | $1.03M | Buy |
18,697
+2,935
| +19% | +$162K | 0.21% | 125 |
|
|
2023
Q2 | $862K | Buy |
15,762
+4,430
| +39% | +$242K | 0.16% | 151 |
|
|
2023
Q1 | $616K | Buy |
11,332
+4,463
| +65% | +$242K | 0.12% | 184 |
|
|
2022
Q4 | $466K | Buy |
6,869
+907
| +15% | +$61.5K | 0.06% | 222 |
|
|
2022
Q3 | $451K | Buy |
5,962
+21
| +0.4% | +$1.59K | 0.11% | 209 |
|
|
2022
Q2 | $545K | Buy |
5,941
+366
| +7% | +$33.6K | 0.11% | 188 |
|
|
2022
Q1 | $560K | Buy |
5,575
+2,290
| +70% | +$230K | 0.1% | 218 |
|
|
2021
Q4 | $359K | Buy |
3,285
+1,844
| +128% | +$202K | 0.06% | 307 |
|
|
2021
Q3 | $175K | Buy |
1,441
+270
| +23% | +$32.8K | 0.03% | 474 |
|
|
2021
Q2 | $166K | Buy |
1,171
+287
| +32% | +$40.7K | 0.03% | 471 |
|
|
2021
Q1 | $124K | Buy |
884
+440
| +99% | +$61.7K | 0.03% | 492 |
|
|
2020
Q4 | $63K | Buy |
444
+427
| +2,512% | +$60.6K | 0.02% | 619 |
|
|
2020
Q3 | $3K | Buy |
17
+4
| +31% | +$706 | ﹤0.01% | 1356 |
|
|
2020
Q2 | $2K | Buy |
13
+5
| +63% | +$769 | ﹤0.01% | 1383 |
|
|
2020
Q1 | $1K | Sell |
8
-7
| -47% | -$875 | ﹤0.01% | 1426 |
|
|
2019
Q4 | $2K | Buy |
15
+4
| +36% | +$533 | ﹤0.01% | 1113 |
|
|
2019
Q3 | $1K | Buy |
11
+3
| +38% | +$273 | ﹤0.01% | 1174 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1232 |
|
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1107 |
|
|
2018
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 893 |
|
|
2017
Q3 | – | Sell |
-91
| Closed | -$8K | – | 923 |
|
|
2017
Q2 | $8K | Buy |
+91
| New | +$8K | 0.01% | 572 |
|