SeaCrest Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
1,633
-112
| -6% | -$19.3K | 0.03% | 470 |
|
|
2025
Q1 | $385K | Sell |
1,745
-37
| -2% | -$8.17K | 0.04% | 403 |
|
|
2024
Q4 | $366K | Buy |
1,782
+67
| +4% | +$13.8K | 0.04% | 433 |
|
|
2024
Q3 | $308K | Buy |
1,715
+208
| +14% | +$37.4K | 0.03% | 484 |
|
|
2024
Q2 | $225K | Buy |
1,507
+149
| +11% | +$22.2K | 0.03% | 553 |
|
|
2024
Q1 | $217K | Sell |
1,358
-209
| -13% | -$33.4K | 0.03% | 547 |
|
|
2023
Q4 | $208K | Buy |
+1,567
| New | +$208K | 0.03% | 572 |
|
|
2022
Q3 | – | Sell |
-1,143
| Closed | -$102K | – | 911 |
|
|
2022
Q2 | $102K | Buy |
+1,143
| New | +$102K | 0.01% | 855 |
|
|
2021
Q2 | – | Sell |
-2,857
| Closed | -$340K | – | 701 |
|
|
2021
Q1 | $340K | Buy |
2,857
+15
| +0.5% | +$1.79K | 0.05% | 420 |
|
|
2020
Q4 | $324K | Buy |
2,842
+25
| +0.9% | +$2.85K | 0.05% | 405 |
|
|
2020
Q3 | $290K | Buy |
2,817
+105
| +4% | +$10.8K | 0.05% | 404 |
|
|
2020
Q2 | $265K | Buy |
2,712
+27
| +1% | +$2.64K | 0.05% | 436 |
|
|
2020
Q1 | $255K | Buy |
2,685
+114
| +4% | +$10.8K | 0.05% | 370 |
|
|
2019
Q4 | $297K | Sell |
2,571
-31
| -1% | -$3.58K | 0.05% | 404 |
|
|
2019
Q3 | $270K | Buy |
+2,602
| New | +$270K | 0.05% | 416 |
|
|
2019
Q2 | – | Sell |
-1,181
| Closed | -$104K | – | 956 |
|
|
2019
Q1 | $104K | Buy |
1,181
+10
| +0.9% | +$881 | 0.02% | 681 |
|
|
2018
Q4 | $86K | Sell |
1,171
-518
| -31% | -$38K | 0.02% | 711 |
|
|
2018
Q3 | $139K | Hold |
1,689
| – | – | 0.02% | 631 |
|
|
2018
Q2 | $125K | Buy |
1,689
+49
| +3% | +$3.63K | 0.02% | 649 |
|
|
2018
Q1 | $117K | Buy |
1,640
+444
| +37% | +$31.7K | 0.02% | 656 |
|
|
2017
Q4 | $78K | Buy |
+1,196
| New | +$78K | 0.01% | 805 |
|