Sowell 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 | $610K | Buy |
3,540
+314
| +10% | +$54.1K | 0.02% | 557 |
|
|
2025
Q1 | $712K | Buy |
+3,226
| New | +$712K | 0.03% | 492 |
|
|
2023
Q2 | – | Sell |
-2,317
| Closed | -$262K | – | 643 |
|
|
2023
Q1 | $262K | Buy |
+2,317
| New | +$262K | 0.02% | 609 |
|
|
2021
Q2 | – | Sell |
-6,190
| Closed | -$731K | – | 1264 |
|
|
2021
Q1 | $731K | Buy |
6,190
+124
| +2% | +$14.6K | 0.03% | 507 |
|
|
2020
Q4 | $691K | Buy |
6,066
+429
| +8% | +$48.9K | 0.03% | 428 |
|
|
2020
Q3 | $581K | Sell |
5,637
-468
| -8% | -$48.2K | 0.03% | 436 |
|
|
2020
Q2 | $596K | Sell |
6,105
-2,726
| -31% | -$266K | 0.03% | 407 |
|
|
2020
Q1 | $839K | Buy |
8,831
+4,265
| +93% | +$405K | 0.06% | 276 |
|
|
2019
Q4 | $528K | Sell |
4,566
-437
| -9% | -$50.5K | 0.04% | 431 |
|
|
2019
Q3 | $518K | Buy |
+5,003
| New | +$518K | 0.04% | 410 |
|
|
2018
Q1 | – | Sell |
-6,026
| Closed | -$416K | – | 283 |
|
|
2017
Q4 | $416K | Hold |
6,026
| – | – | 0.1% | 176 |
|
|
2017
Q3 | $378K | Hold |
6,026
| – | – | 0.1% | 168 |
|
|
2017
Q2 | $372K | Hold |
6,026
| – | – | 0.11% | 164 |
|
|
2017
Q1 | $370K | Buy |
6,026
+5,904
| +4,839% | +$363K | 0.11% | 163 |
|
|
2016
Q4 | $7K | Buy |
+122
| New | +$7K | ﹤0.01% | 512 |
|