Sowell Financial Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $394K | Sell |
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|
2025
Q2 | $610K | Buy |
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|
2025
Q1 | $712K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $262K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $731K | Buy |
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|
2020
Q4 | $691K | Buy |
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|
2020
Q3 | $581K | Sell |
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|
2020
Q2 | $596K | Sell |
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|
2020
Q1 | $839K | Buy |
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|
2019
Q4 | $528K | Sell |
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|
2019
Q3 | $518K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $416K | Hold |
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|
2017
Q3 | $378K | Hold |
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|
2017
Q2 | $372K | Hold |
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|
2017
Q1 | $370K | Buy |
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|
2016
Q4 | $7K | Buy |
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