Steward Partners Investment Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
115,170
-6,020
| -5% | -$1.04M | 0.16% | 129 |
|
|
2025
Q1 | $26.8M | Buy |
121,190
+595
| +0.5% | +$131K | 0.24% | 87 |
|
|
2024
Q4 | $24.8M | Buy |
120,595
+1,443
| +1% | +$296K | 0.22% | 94 |
|
|
2024
Q3 | $21.4M | Buy |
119,152
+35,179
| +42% | +$6.32M | 0.2% | 108 |
|
|
2024
Q2 | $12.5M | Buy |
83,973
+1,830
| +2% | +$273K | 0.13% | 165 |
|
|
2024
Q1 | $13.1M | Buy |
82,143
+31,689
| +63% | +$5.06M | 0.14% | 154 |
|
|
2023
Q4 | $6.7M | Sell |
50,454
-51,911
| -51% | -$6.9M | 0.09% | 226 |
|
|
2023
Q3 | $11.6M | Buy |
102,365
+9,461
| +10% | +$1.07M | 0.18% | 124 |
|
|
2023
Q2 | $11.7M | Buy |
92,904
+7,847
| +9% | +$990K | 0.18% | 123 |
|
|
2023
Q1 | $9.61M | Buy |
85,057
+28,234
| +50% | +$3.19M | 0.15% | 151 |
|
|
2022
Q4 | $5.74M | Buy |
56,823
+40,226
| +242% | +$4.07M | 0.1% | 224 |
|
|
2022
Q3 | $1.55M | Sell |
16,597
-3,668
| -18% | -$343K | 0.03% | 504 |
|
|
2022
Q2 | $1.8M | Sell |
20,265
-2,493
| -11% | -$222K | 0.03% | 455 |
|
|
2022
Q1 | $2.31M | Sell |
22,758
-7,001
| -24% | -$710K | 0.04% | 437 |
|
|
2021
Q4 | $3.09M | Buy |
29,759
+14,401
| +94% | +$1.49M | 0.05% | 369 |
|
|
2021
Q3 | $1.67M | Sell |
15,358
-747
| -5% | -$81K | 0.03% | 504 |
|
|
2021
Q2 | $1.72M | Sell |
16,105
-3,471
| -18% | -$371K | 0.03% | 488 |
|
|
2021
Q1 | $2.33M | Buy |
19,576
+4,669
| +31% | +$556K | 0.04% | 396 |
|
|
2020
Q4 | $1.7M | Buy |
14,907
+1,043
| +8% | +$119K | 0.04% | 401 |
|
|
2020
Q3 | $1.43M | Buy |
13,864
+636
| +5% | +$65.6K | 0.04% | 389 |
|
|
2020
Q2 | $1.29M | Buy |
13,228
+274
| +2% | +$26.7K | 0.04% | 386 |
|
|
2020
Q1 | $1.23M | Sell |
12,954
-1,204
| -9% | -$114K | 0.05% | 341 |
|
|
2019
Q4 | $1.64M | Buy |
14,158
+129
| +0.9% | +$14.9K | 0.05% | 341 |
|
|
2019
Q3 | $1.45M | Sell |
14,029
-287
| -2% | -$29.7K | 0.05% | 333 |
|
|
2019
Q2 | $1.31M | Sell |
14,316
-604
| -4% | -$55.1K | 0.05% | 334 |
|
|
2019
Q1 | $1.32M | Sell |
14,920
-492
| -3% | -$43.4K | 0.06% | 310 |
|
|
2018
Q4 | $1.13M | Buy |
15,412
+754
| +5% | +$55.4K | 0.06% | 312 |
|
|
2018
Q3 | $1.21M | Hold |
14,658
| – | – | 0.06% | 302 |
|
|
2018
Q2 | $1.09M | Sell |
14,658
-31
| -0.2% | -$2.3K | 0.06% | 282 |
|
|
2018
Q1 | $1.05M | Buy |
14,689
+795
| +6% | +$56.7K | 0.07% | 258 |
|
|
2017
Q4 | $910K | Buy |
13,894
+226
| +2% | +$14.8K | 0.07% | 246 |
|
|
2017
Q3 | $881K | Buy |
13,668
+284
| +2% | +$18.3K | 0.09% | 201 |
|
|
2017
Q2 | $818K | Buy |
13,384
+13,172
| +6,213% | +$805K | 0.09% | 201 |
|
|
2017
Q1 | $12K | Hold |
212
| – | – | ﹤0.01% | 888 |
|
|
2016
Q4 | $11K | Buy |
+212
| New | +$11K | 0.01% | 542 |
|