Summit Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.12M | Sell |
13,265
-50
| -0.4% | -$7.99K | 0.75% | 39 |
|
|
2023
Q4 | $1.77M | Hold |
13,315
| – | – | 0.68% | 39 |
|
|
2023
Q3 | $1.5M | Hold |
13,315
| – | – | 0.63% | 44 |
|
|
2023
Q2 | $1.68M | Sell |
13,315
-1,850
| -12% | -$233K | 0.65% | 44 |
|
|
2023
Q1 | $1.71M | Hold |
15,165
| – | – | 0.65% | 43 |
|
|
2022
Q4 | $1.53M | Hold |
15,165
| – | – | 0.61% | 44 |
|
|
2022
Q3 | $1.42M | Hold |
15,165
| – | – | 0.59% | 45 |
|
|
2022
Q2 | $1.35M | Sell |
15,165
-1,150
| -7% | -$102K | 0.52% | 52 |
|
|
2022
Q1 | $1.65M | Hold |
16,315
| – | – | 0.56% | 49 |
|
|
2021
Q4 | $1.69M | Sell |
16,315
-663
| -4% | -$68.8K | 0.55% | 49 |
|
|
2021
Q3 | $1.84M | Hold |
16,978
| – | – | 0.67% | 40 |
|
|
2021
Q2 | $1.82M | Sell |
16,978
-1,397
| -8% | -$149K | 0.68% | 39 |
|
|
2021
Q1 | $2.19M | Sell |
18,375
-100
| -0.5% | -$11.9K | 0.91% | 32 |
|
|
2020
Q4 | $2.1M | Sell |
18,475
-232
| -1% | -$26.4K | 0.92% | 29 |
|
|
2020
Q3 | $1.93M | Sell |
18,707
-100
| -0.5% | -$10.3K | 0.96% | 27 |
|
|
2020
Q2 | $1.84M | Sell |
18,807
-1,936
| -9% | -$189K | 0.96% | 29 |
|
|
2020
Q1 | $1.97M | Hold |
20,743
| – | – | 1.18% | 24 |
|
|
2019
Q4 | $2.4M | Hold |
20,743
| – | – | 1.15% | 24 |
|
|
2019
Q3 | $2.15M | Buy |
20,743
+827
| +4% | +$85.7K | 1.09% | 25 |
|
|
2019
Q2 | $1.82M | Buy |
19,916
+338
| +2% | +$30.8K | 0.82% | 38 |
|
|
2019
Q1 | $1.73M | Hold |
19,578
| – | – | 1.35% | 24 |
|
|
2018
Q4 | $1.44M | Hold |
19,578
| – | – | 1.22% | 26 |
|
|
2018
Q3 | $1.61M | Hold |
19,578
| – | – | 1.2% | 27 |
|
|
2018
Q2 | $1.45M | Sell |
19,578
-200
| -1% | -$14.8K | 1.13% | 27 |
|
|
2018
Q1 | $1.41M | Hold |
19,778
| – | – | 1.1% | 29 |
|
|
2017
Q4 | $1.3M | Hold |
19,778
| – | – | 1.06% | 30 |
|
|
2017
Q3 | $1.28M | Sell |
19,778
-1,800
| -8% | -$116K | 1.06% | 31 |
|
|
2017
Q2 | $1.32M | Buy |
+21,578
| New | +$1.32M | 1.14% | 26 |
|