Prospera Financial Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
10,616
+2,404
| +29% | +$414K | 0.03% | 488 |
|
|
2025
Q1 | $1.81M | Buy |
8,212
+440
| +6% | +$97.2K | 0.04% | 410 |
|
|
2024
Q4 | $1.6M | Buy |
7,772
+6,134
| +374% | +$1.26M | 0.04% | 417 |
|
|
2024
Q3 | $294K | Sell |
1,638
-4
| -0.2% | -$719 | 0.01% | 929 |
|
|
2024
Q2 | $245K | Buy |
1,642
+37
| +2% | +$5.51K | 0.01% | 995 |
|
|
2024
Q1 | $257K | Buy |
+1,605
| New | +$257K | 0.01% | 956 |
|
|
2022
Q3 | – | Sell |
-1,159
| Closed | -$103K | – | 1090 |
|
|
2022
Q2 | $103K | Sell |
1,159
-373
| -24% | -$33.1K | 0.01% | 892 |
|
|
2022
Q1 | $155K | Buy |
+1,532
| New | +$155K | 0.01% | 960 |
|
|
2020
Q4 | – | Sell |
-207
| Closed | -$21K | – | 962 |
|
|
2020
Q3 | $21K | Buy |
+207
| New | +$21K | 0.01% | 884 |
|
|
2020
Q1 | – | Sell |
-33,680
| Closed | -$3.89M | – | 553 |
|
|
2019
Q4 | $3.89M | Buy |
+33,680
| New | +$3.89M | 0.3% | 69 |
|