Sheaff Brock Investment Advisors’s Fiserv FI Stock Holding History

Sheaff Brock Investment 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 Q1	$204K	Sell	925 -400	-30%	-$88.3K	0.02%	394
2024 Q4	$272K	Sell	1,325 -58	-4%	-$11.9K	0.02%	351
2024 Q3	$248K	Hold	1,383	–	–	0.02%	356
2024 Q2	$206K	Hold	1,383	–	–	0.02%	389
2024 Q1	$221K	Buy	+1,383	New	+$221K	0.01%	415
2023 Q2	–	Sell	-4,383	Closed	-$495K	–	495
2023 Q1	$495K	Hold	4,383	–	–	0.05%	259
2022 Q4	$443K	Hold	4,383	–	–	0.04%	263
2022 Q3	$410K	Hold	4,383	–	–	0.04%	262
2022 Q2	$390K	Sell	4,383 -500	-10%	-$44.5K	0.03%	280
2022 Q1	$495K	Sell	4,883 -900	-16%	-$91.2K	0.03%	273
2021 Q4	$600K	Sell	5,783 -1,200	-17%	-$125K	0.04%	240
2021 Q3	$757K	Sell	6,983 -6	-0.1%	-$650	0.06%	199
2021 Q2	$747K	Hold	6,989	–	–	0.05%	207
2021 Q1	$832K	Buy	6,989 +51	+0.7%	+$6.07K	0.07%	179
2020 Q4	$790K	Buy	6,938 +13	+0.2%	+$1.48K	0.07%	169
2020 Q3	$714K	Sell	6,925 -400	-5%	-$41.2K	0.07%	172
2020 Q2	$715K	Buy	7,325 +200	+3%	+$19.5K	0.07%	175
2020 Q1	$677K	Sell	7,125 -600	-8%	-$57K	0.09%	140
2019 Q4	$893K	Buy	7,725 +100	+1%	+$11.6K	0.09%	163
2019 Q3	$790K	Buy	7,625 +100	+1%	+$10.4K	0.09%	168
2019 Q2	$686K	Hold	7,525	–	–	0.07%	193
2019 Q1	$664K	Buy	7,525 +125	+2%	+$11K	0.08%	201
2018 Q4	$544K	Hold	7,400	–	–	0.09%	215
2018 Q3	$610K	Hold	7,400	–	–	0.06%	226
2018 Q2	$548K	Hold	7,400	–	–	0.05%	233
2018 Q1	$528K	Hold	7,400	–	–	0.05%	236
2017 Q4	$485K	Hold	7,400	–	–	0.06%	260
2017 Q3	$477K	Hold	7,400	–	–	0.06%	269
2017 Q2	$453K	Hold	7,400	–	–	0.06%	291
2017 Q1	$427K	Sell	7,400 -100	-1%	-$5.77K	0.06%	309
2016 Q4	$399K	Hold	7,500	–	–	0.05%	323
2016 Q3	$373K	Sell	7,500 -27,384	-79%	-$1.36M	0.05%	310
2016 Q2	$1.9M	Buy	34,884 +20,336	+140%	+$1.11M	0.24%	89
2016 Q1	$747K	Sell	14,548 -1,034	-7%	-$53.1K	0.09%	213
2015 Q4	$713K	Buy	+15,582	New	+$713K	0.08%	245