Sigma Planning Corp’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
9,569
+748
| +8% | +$129K | 0.05% | 355 |
|
|
2025
Q1 | $1.95M | Buy |
8,821
+4,288
| +95% | +$947K | 0.06% | 292 |
|
|
2024
Q4 | $931K | Sell |
4,533
-839
| -16% | -$172K | 0.03% | 513 |
|
|
2024
Q3 | $965K | Buy |
5,372
+767
| +17% | +$138K | 0.03% | 512 |
|
|
2024
Q2 | $686K | Sell |
4,605
-187
| -4% | -$27.9K | 0.02% | 599 |
|
|
2024
Q1 | $766K | Buy |
4,792
+2,760
| +136% | +$441K | 0.02% | 597 |
|
|
2023
Q4 | $270K | Sell |
2,032
-2,650
| -57% | -$352K | 0.02% | 664 |
|
|
2023
Q3 | $529K | Buy |
+4,682
| New | +$529K | 0.02% | 689 |
|
|
2023
Q2 | – | Sell |
-5,928
| Closed | -$670K | – | 1263 |
|
|
2023
Q1 | $670K | Sell |
5,928
-13
| -0.2% | -$1.47K | 0.02% | 686 |
|
|
2022
Q4 | $600K | Sell |
5,941
-53
| -0.9% | -$5.36K | 0.02% | 691 |
|
|
2022
Q3 | $561K | Buy |
5,994
+27
| +0.5% | +$2.53K | 0.02% | 686 |
|
|
2022
Q2 | $531K | Sell |
5,967
-140
| -2% | -$12.5K | 0.02% | 719 |
|
|
2022
Q1 | $619K | Buy |
6,107
+278
| +5% | +$28.2K | 0.02% | 747 |
|
|
2021
Q4 | $605K | Sell |
5,829
-596
| -9% | -$61.9K | 0.02% | 761 |
|
|
2021
Q3 | $697K | Buy |
6,425
+2,186
| +52% | +$237K | 0.02% | 672 |
|
|
2021
Q2 | $453K | Sell |
4,239
-6,096
| -59% | -$651K | 0.01% | 861 |
|
|
2021
Q1 | $1.23M | Buy |
10,335
+2,552
| +33% | +$304K | 0.04% | 434 |
|
|
2020
Q4 | $886K | Sell |
7,783
-415
| -5% | -$47.2K | 0.03% | 471 |
|
|
2020
Q3 | $845K | Sell |
8,198
-1,826
| -18% | -$188K | 0.03% | 443 |
|
|
2020
Q2 | $979K | Buy |
10,024
+7,462
| +291% | +$729K | 0.04% | 398 |
|
|
2020
Q1 | $243K | Sell |
2,562
-469
| -15% | -$44.5K | 0.01% | 717 |
|
|
2019
Q4 | $351K | Sell |
3,031
-802
| -21% | -$92.9K | 0.01% | 715 |
|
|
2019
Q3 | $397K | Buy |
+3,833
| New | +$397K | 0.02% | 656 |
|