Regal Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $956K | Sell |
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|
2024
Q3 | $962K | Sell |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $933K | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $923K | Sell |
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|
2022
Q4 | $984K | Buy |
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|
2022
Q3 | $903K | Buy |
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|
2022
Q2 | $833K | Sell |
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|
2022
Q1 | $966K | Buy |
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|
2021
Q4 | $941K | Buy |
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|
2021
Q3 | $882K | Buy |
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|
2021
Q2 | $839K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $837K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.3M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $486K | Buy |
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|
2015
Q4 | $350K | Buy |
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|
2015
Q3 | $311K | Hold |
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|
2015
Q2 | $298K | Hold |
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|
2015
Q1 | $286K | Hold |
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|
2014
Q4 | $255K | Sell |
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|
2014
Q3 | $378K | Hold |
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|
2014
Q2 | $353K | Hold |
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|
2014
Q1 | $332K | Hold |
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|
2013
Q4 | $345K | Buy |
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