Stifel Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $42.9M | Sell |
249,007
-29,256
| -11% | -$5.04M | 0.04% | 377 |
|
2025
Q1 | $61.4M | Sell |
278,263
-3,181
| -1% | -$702K | 0.07% | 283 |
|
2024
Q4 | $57.8M | Buy |
281,444
+1,975
| +0.7% | +$406K | 0.06% | 298 |
|
2024
Q3 | $50.2M | Buy |
279,469
+26,459
| +10% | +$4.75M | 0.05% | 321 |
|
2024
Q2 | $37.7M | Sell |
253,010
-8,644
| -3% | -$1.29M | 0.04% | 362 |
|
2024
Q1 | $41.8M | Sell |
261,654
-26,345
| -9% | -$4.21M | 0.05% | 342 |
|
2023
Q4 | $38.3M | Buy |
287,999
+47,922
| +20% | +$6.37M | 0.05% | 338 |
|
2023
Q3 | $27.1M | Sell |
240,077
-13,471
| -5% | -$1.52M | 0.04% | 388 |
|
2023
Q2 | $32M | Sell |
253,548
-10,270
| -4% | -$1.3M | 0.04% | 344 |
|
2023
Q1 | $29.8M | Buy |
263,818
+16,267
| +7% | +$1.84M | 0.04% | 358 |
|
2022
Q4 | $25M | Buy |
247,551
+14,169
| +6% | +$1.43M | 0.04% | 395 |
|
2022
Q3 | $21.8M | Sell |
233,382
-7,870
| -3% | -$736K | 0.04% | 410 |
|
2022
Q2 | $21.5M | Sell |
241,252
-10,687
| -4% | -$951K | 0.03% | 429 |
|
2022
Q1 | $25.5M | Buy |
251,939
+13,762
| +6% | +$1.4M | 0.03% | 428 |
|
2021
Q4 | $24.7M | Buy |
238,177
+21,275
| +10% | +$2.21M | 0.03% | 436 |
|
2021
Q3 | $23.5M | Buy |
216,902
+6,471
| +3% | +$702K | 0.03% | 434 |
|
2021
Q2 | $22.5M | Sell |
210,431
-54,167
| -20% | -$5.79M | 0.03% | 434 |
|
2021
Q1 | $31.5M | Buy |
264,598
+34,225
| +15% | +$4.07M | 0.05% | 302 |
|
2020
Q4 | $26.2M | Buy |
230,373
+31,420
| +16% | +$3.58M | 0.05% | 336 |
|
2020
Q3 | $20.5M | Sell |
198,953
-55,194
| -22% | -$5.69M | 0.04% | 347 |
|
2020
Q2 | $24.8M | Sell |
254,147
-10,877
| -4% | -$1.06M | 0.06% | 283 |
|
2020
Q1 | $25.2M | Buy |
265,024
+15,801
| +6% | +$1.5M | 0.07% | 251 |
|
2019
Q4 | $28.8M | Buy |
249,223
+59,476
| +31% | +$6.88M | 0.06% | 284 |
|
2019
Q3 | $19.6M | Buy |
189,747
+11,645
| +7% | +$1.21M | 0.05% | 325 |
|
2019
Q2 | $16.2M | Sell |
178,102
-1,326
| -0.7% | -$121K | 0.04% | 395 |
|
2019
Q1 | $15.8M | Sell |
179,428
-1,577
| -0.9% | -$139K | 0.04% | 376 |
|
2018
Q4 | $13.3M | Buy |
181,005
+6,154
| +4% | +$452K | 0.04% | 389 |
|
2018
Q3 | $14.4M | Sell |
174,851
-4,815
| -3% | -$396K | 0.04% | 388 |
|
2018
Q2 | $13.3M | Sell |
179,666
-13,162
| -7% | -$974K | 0.04% | 439 |
|
2018
Q1 | $13.8M | Sell |
192,828
-5,866
| -3% | -$418K | 0.04% | 411 |
|
2017
Q4 | $13M | Sell |
198,694
-4,194
| -2% | -$275K | 0.04% | 425 |
|
2017
Q3 | $13.1M | Sell |
202,888
-6,242
| -3% | -$403K | 0.05% | 405 |
|
2017
Q2 | $12.8M | Sell |
209,130
-13,312
| -6% | -$814K | 0.05% | 394 |
|
2017
Q1 | $12.8M | Sell |
222,442
-4,620
| -2% | -$266K | 0.05% | 373 |
|
2016
Q4 | $12.1M | Buy |
227,062
+9,162
| +4% | +$487K | 0.05% | 361 |
|
2016
Q3 | $10.8M | Sell |
217,900
-12,926
| -6% | -$643K | 0.05% | 354 |
|
2016
Q2 | $12.6M | Sell |
230,826
-1,896
| -0.8% | -$103K | 0.06% | 319 |
|
2016
Q1 | $11.9M | Buy |
232,722
+11,926
| +5% | +$612K | 0.06% | 293 |
|
2015
Q4 | $10.1M | Sell |
220,796
-14,882
| -6% | -$681K | 0.05% | 346 |
|
2015
Q3 | $10.2M | Sell |
235,678
-11,512
| -5% | -$498K | 0.06% | 336 |
|
2015
Q2 | $10.2M | Buy |
247,190
+7,694
| +3% | +$319K | 0.05% | 359 |
|
2015
Q1 | $9.52M | Sell |
239,496
-5,380
| -2% | -$214K | 0.05% | 415 |
|
2014
Q4 | $8.69M | Buy |
244,876
+183,512
| +299% | +$6.51M | 0.05% | 437 |
|
2014
Q3 | $1.98M | Sell |
61,364
-216
| -0.4% | -$6.98K | 0.02% | 765 |
|
2014
Q2 | $1.86M | Buy |
61,580
+724
| +1% | +$21.8K | 0.02% | 812 |
|
2014
Q1 | $1.73M | Buy |
+60,856
| New | +$1.73M | 0.02% | 803 |
|