Summit Financial’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $273K | Buy |
3,351
+197
| +6% | +$16K | 0.01% | 709 |
|
2025
Q1 | $236K | Sell |
3,154
-142
| -4% | -$10.6K | 0.01% | 659 |
|
2024
Q4 | $266K | Sell |
3,296
-522
| -14% | -$42.2K | 0.01% | 561 |
|
2024
Q3 | $320K | Buy |
3,818
+3
| +0.1% | +$251 | 0.01% | 449 |
|
2024
Q2 | $287K | Buy |
+3,815
| New | +$287K | 0.01% | 423 |
|
2023
Q2 | – | Sell |
-7,932
| Closed | -$431K | – | 330 |
|
2023
Q1 | $431K | Sell |
7,932
-3
| -0% | -$163 | 0.04% | 183 |
|
2022
Q4 | $538K | Buy |
7,935
+717
| +10% | +$48.6K | 0.05% | 161 |
|
2022
Q3 | $545K | Buy |
7,218
+1,173
| +19% | +$88.6K | 0.05% | 161 |
|
2022
Q2 | $554K | Sell |
6,045
-56
| -0.9% | -$5.13K | 0.05% | 149 |
|
2022
Q1 | $613K | Buy |
6,101
+953
| +19% | +$95.7K | 0.05% | 162 |
|
2021
Q4 | $562K | Buy |
5,148
+1,393
| +37% | +$152K | 0.04% | 158 |
|
2021
Q3 | $457K | Buy |
3,755
+1,912
| +104% | +$233K | 0.04% | 150 |
|
2021
Q2 | $261K | Buy |
+1,843
| New | +$261K | 0.03% | 148 |
|