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RFG Advisory’s Fiserv FI Stock Holding History

RFG Advisory’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$245K Buy
1,422
+175
+14% +$30.2K 0.01% 842
2025
Q1 		$275K Buy
+1,247
New +$275K 0.01% 739