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ROI Financial Advisors’s Fiserv FI Stock Holding History

ROI Financial Advisors’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 		$292K Buy
1,696
+721
+74% +$124K 0.19% 55
2025
Q1 		$215K Buy
+975
New +$215K 0.16% 58