Summit Financial’s Fiserv FI Stock Holding History

Summit Financial’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$1.13M	Buy
2024 Q3	$759K	Buy
2024 Q2	$494K	Buy
2024 Q1	$315K	Sell
2023 Q4	$267K	Buy