Richardson Financial Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4K | Sell |
153
-26
| -15% | -$4.49K | 0.02% | 315 |
|
|
2025
Q1 | $39.5K | Sell |
179
-104
| -37% | -$23K | 0.03% | 259 |
|
|
2024
Q4 | $58.4K | Buy |
283
+220
| +349% | +$45.4K | 0.04% | 245 |
|
|
2024
Q3 | $9.39K | Hold |
63
| – | – | 0.01% | 404 |
|
|
2024
Q2 | $9.39K | Hold |
63
| – | – | 0.01% | 389 |
|
|
2024
Q1 | $10.1K | Sell |
63
-6
| -9% | -$959 | 0.01% | 405 |
|
|
2023
Q4 | $9.17K | Buy |
+69
| New | +$9.17K | 0.01% | 318 |
|