Sunbelt Securities’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.4K | Buy |
294
+250
| +568% | +$51.4K | 0.01% | 897 |
|
|
2025
Q1 | $9.72K | Sell |
44
-250
| -85% | -$55.2K | ﹤0.01% | 1276 |
|
|
2024
Q4 | $60.6K | Buy |
294
+250
| +568% | +$51.6K | 0.01% | 896 |
|
|
2024
Q3 | $7.91K | Buy |
44
+15
| +52% | +$2.7K | ﹤0.01% | 1346 |
|
|
2024
Q2 | $4.32K | Hold |
29
| – | – | ﹤0.01% | 1422 |
|
|
2024
Q1 | $4.64K | Sell |
29
-23
| -44% | -$3.68K | ﹤0.01% | 1382 |
|
|
2023
Q4 | $6.91K | Hold |
52
| – | – | ﹤0.01% | 1243 |
|
|
2023
Q3 | $5.87K | Sell |
52
-99
| -66% | -$11.2K | ﹤0.01% | 1278 |
|
|
2023
Q2 | $19K | Sell |
151
-85
| -36% | -$10.7K | ﹤0.01% | 1036 |
|
|
2023
Q1 | $26.7K | Buy |
+236
| New | +$26.7K | ﹤0.01% | 884 |
|
|
2020
Q1 | – | Sell |
-6,261
| Closed | -$724K | – | 474 |
|
|
2019
Q4 | $724K | Buy |
6,261
+48
| +0.8% | +$5.55K | 0.08% | 245 |
|
|
2019
Q3 | $644K | Buy |
+6,213
| New | +$644K | 0.07% | 248 |
|