Regal Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Buy |
5,644
+951
| +20% | +$164K | 0.07% | 239 |
|
|
2025
Q1 | $1.04M | Buy |
4,693
+40
| +0.9% | +$8.83K | 0.08% | 215 |
|
|
2024
Q4 | $956K | Sell |
4,653
-703
| -13% | -$144K | 0.07% | 233 |
|
|
2024
Q3 | $962K | Sell |
5,356
-3,411
| -39% | -$613K | 0.07% | 247 |
|
|
2024
Q2 | $1.31M | Buy |
8,767
+445
| +5% | +$66.3K | 0.09% | 217 |
|
|
2024
Q1 | $1.33M | Buy |
8,322
+97
| +1% | +$15.5K | 0.09% | 213 |
|
|
2023
Q4 | $1.09M | Sell |
8,225
-39
| -0.5% | -$5.18K | 0.08% | 213 |
|
|
2023
Q3 | $933K | Buy |
8,264
+214
| +3% | +$24.2K | 0.08% | 216 |
|
|
2023
Q2 | $1.02M | Sell |
8,050
-112
| -1% | -$14.1K | 0.09% | 204 |
|
|
2023
Q1 | $923K | Sell |
8,162
-1,578
| -16% | -$178K | 0.08% | 204 |
|
|
2022
Q4 | $984K | Buy |
9,740
+87
| +0.9% | +$8.79K | 0.1% | 191 |
|
|
2022
Q3 | $903K | Buy |
9,653
+293
| +3% | +$27.4K | 0.1% | 189 |
|
|
2022
Q2 | $833K | Sell |
9,360
-172
| -2% | -$15.3K | 0.09% | 213 |
|
|
2022
Q1 | $966K | Buy |
9,532
+466
| +5% | +$47.2K | 0.09% | 220 |
|
|
2021
Q4 | $941K | Buy |
9,066
+935
| +11% | +$97K | 0.08% | 254 |
|
|
2021
Q3 | $882K | Buy |
8,131
+282
| +4% | +$30.6K | 0.09% | 252 |
|
|
2021
Q2 | $839K | Buy |
+7,849
| New | +$839K | 0.08% | 249 |
|
|
2021
Q1 | – | Sell |
-7,351
| Closed | -$837K | – | 158 |
|
|
2020
Q4 | $837K | Buy |
+7,351
| New | +$837K | 0.09% | 203 |
|
|
2020
Q3 | – | Sell |
-13,279
| Closed | -$1.3M | – | 69 |
|
|
2020
Q2 | $1.3M | Buy |
+13,279
| New | +$1.3M | 0.24% | 105 |
|
|
2016
Q2 | – | Sell |
-9,470
| Closed | -$486K | – | 253 |
|
|
2016
Q1 | $486K | Buy |
9,470
+1,800
| +23% | +$92.4K | 0.13% | 151 |
|
|
2015
Q4 | $350K | Buy |
7,670
+470
| +7% | +$21.4K | 0.09% | 185 |
|
|
2015
Q3 | $311K | Hold |
7,200
| – | – | 0.08% | 186 |
|
|
2015
Q2 | $298K | Hold |
7,200
| – | – | 0.08% | 186 |
|
|
2015
Q1 | $286K | Hold |
7,200
| – | – | 0.07% | 204 |
|
|
2014
Q4 | $255K | Sell |
7,200
-4,500
| -38% | -$159K | 0.07% | 193 |
|
|
2014
Q3 | $378K | Hold |
11,700
| – | – | 0.11% | 162 |
|
|
2014
Q2 | $353K | Hold |
11,700
| – | – | 0.13% | 157 |
|
|
2014
Q1 | $332K | Hold |
11,700
| – | – | 0.14% | 151 |
|
|
2013
Q4 | $345K | Buy |
+11,700
| New | +$345K | 0.2% | 125 |
|