Raleigh Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
1,342
+85
| +7% | +$14.7K | 0.1% | 195 |
|
|
2025
Q1 | $278K | Sell |
1,257
-230
| -15% | -$50.8K | 0.13% | 169 |
|
|
2024
Q4 | $305K | Sell |
1,487
-1,519
| -51% | -$312K | 0.12% | 169 |
|
|
2024
Q3 | $540K | Buy |
3,006
+75
| +3% | +$13.5K | 0.21% | 119 |
|
|
2024
Q2 | $437K | Buy |
2,931
+460
| +19% | +$68.6K | 0.19% | 125 |
|
|
2024
Q1 | $395K | Sell |
2,471
-186
| -7% | -$29.7K | 0.17% | 139 |
|
|
2023
Q4 | $353K | Buy |
2,657
+108
| +4% | +$14.3K | 0.16% | 136 |
|
|
2023
Q3 | $288K | Buy |
2,549
+135
| +6% | +$15.3K | 0.15% | 137 |
|
|
2023
Q2 | $304K | Sell |
2,414
-145
| -6% | -$18.3K | 0.15% | 142 |
|
|
2023
Q1 | $289K | Buy |
2,559
+306
| +14% | +$34.6K | 0.14% | 146 |
|
|
2022
Q4 | $228K | Buy |
2,253
+119
| +6% | +$12K | 0.12% | 162 |
|
|
2022
Q3 | $200K | Buy |
+2,134
| New | +$200K | 0.12% | 167 |
|
|
2022
Q2 | – | Sell |
-800
| Closed | -$81K | – | 617 |
|
|
2022
Q1 | $81K | Buy |
800
+500
| +167% | +$50.6K | 0.04% | 233 |
|
|
2021
Q4 | $31K | Buy |
+300
| New | +$31K | 0.03% | 150 |
|