Sheaff Brock Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $204K | Sell |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $248K | Hold |
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|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $495K | Hold |
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $410K | Hold |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $495K | Sell |
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|
2021
Q4 | $600K | Sell |
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|
2021
Q3 | $757K | Sell |
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|
2021
Q2 | $747K | Hold |
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|
2021
Q1 | $832K | Buy |
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|
2020
Q4 | $790K | Buy |
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|
2020
Q3 | $714K | Sell |
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|
2020
Q2 | $715K | Buy |
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|
2020
Q1 | $677K | Sell |
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|
2019
Q4 | $893K | Buy |
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|
2019
Q3 | $790K | Buy |
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|
2019
Q2 | $686K | Hold |
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|
2019
Q1 | $664K | Buy |
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|
2018
Q4 | $544K | Hold |
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|
2018
Q3 | $610K | Hold |
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|
2018
Q2 | $548K | Hold |
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|
2018
Q1 | $528K | Hold |
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|
2017
Q4 | $485K | Hold |
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|
2017
Q3 | $477K | Hold |
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|
2017
Q2 | $453K | Hold |
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|
2017
Q1 | $427K | Sell |
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|
2016
Q4 | $399K | Hold |
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|
2016
Q3 | $373K | Sell |
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|
2016
Q2 | $1.9M | Buy |
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|
2016
Q1 | $747K | Sell |
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|
2015
Q4 | $713K | Buy |
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