Security 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 | $378K | Buy |
2,193
+631
| +40% | +$109K | 0.07% | 141 |
|
2025
Q1 | $345K | Sell |
1,562
-103
| -6% | -$22.7K | 0.07% | 131 |
|
2024
Q4 | $342K | Buy |
1,665
+61
| +4% | +$12.5K | 0.07% | 123 |
|
2024
Q3 | $288K | Sell |
1,604
-201
| -11% | -$36.1K | 0.06% | 133 |
|
2024
Q2 | $269K | Buy |
1,805
+7
| +0.4% | +$1.04K | 0.06% | 136 |
|
2024
Q1 | $287K | Buy |
1,798
+167
| +10% | +$26.7K | 0.06% | 144 |
|
2023
Q4 | $217K | Buy |
+1,631
| New | +$217K | 0.05% | 157 |
|