Sanibel Captiva Trust Company’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
6,208
-1,096
| -15% | -$189K | 0.03% | 221 |
|
|
2025
Q1 | $1.61M | Sell |
7,304
-718
| -9% | -$159K | 0.05% | 182 |
|
|
2024
Q4 | $1.65M | Buy |
8,022
+1,965
| +32% | +$404K | 0.05% | 178 |
|
|
2024
Q3 | $1.09M | Sell |
6,057
-24
| -0.4% | -$4.31K | 0.03% | 213 |
|
|
2024
Q2 | $906K | Sell |
6,081
-2,630
| -30% | -$392K | 0.03% | 216 |
|
|
2024
Q1 | $1.39M | Buy |
8,711
+100
| +1% | +$16K | 0.05% | 178 |
|
|
2023
Q4 | $1.14M | Buy |
+8,611
| New | +$1.14M | 0.04% | 181 |
|