RIA Advisory Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Sell |
4,478
-1,748
| -28% | -$301K | 0.23% | 63 |
|
|
2025
Q1 | $1.37M | Sell |
6,226
-1,122
| -15% | -$248K | 0.45% | 38 |
|
|
2024
Q4 | $1.51M | Buy |
7,348
+177
| +2% | +$36.4K | 0.51% | 32 |
|
|
2024
Q3 | $1.29M | Buy |
+7,171
| New | +$1.29M | 0.45% | 33 |
|
|
2024
Q1 | $1.12M | Buy |
+6,980
| New | +$1.12M | 0.45% | 37 |
|