Truist 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
$48.6M Buy
282,081
+18,299
+7% +$3.15M 0.07% 239
2025
Q1
$58.3M Buy
263,782
+5,160
+2% +$1.14M 0.09% 195
2024
Q4
$53.1M Sell
258,622
-10,404
-4% -$2.14M 0.08% 214
2024
Q3
$48.3M Sell
269,026
-10,353
-4% -$1.86M 0.08% 234
2024
Q2
$41.6M Buy
279,379
+3,924
+1% +$585K 0.06% 260
2024
Q1
$44M Sell
275,455
-36,100
-12% -$5.77M 0.07% 254
2023
Q4
$41.4M Sell
311,555
-32,664
-9% -$4.34M 0.07% 257
2023
Q3
$38.9M Buy
344,219
+48,605
+16% +$5.49M 0.07% 260
2023
Q2
$37.3M Buy
295,614
+11,031
+4% +$1.39M 0.06% 274
2023
Q1
$32.2M Sell
284,583
-15,356
-5% -$1.74M 0.06% 300
2022
Q4
$30.3M Sell
299,939
-5,827
-2% -$589K 0.05% 304
2022
Q3
$28.6M Buy
305,766
+40,185
+15% +$3.76M 0.05% 295
2022
Q2
$23.6M Sell
265,581
-423,749
-61% -$37.7M 0.04% 337
2022
Q1
$69.9M Sell
689,330
-177,404
-20% -$18M 0.11% 185
2021
Q4
$90M Sell
866,734
-138,833
-14% -$14.4M 0.14% 161
2021
Q3
$109M Buy
1,005,567
+63,262
+7% +$6.86M 0.18% 131
2021
Q2
$101M Sell
942,305
-55,948
-6% -$5.98M 0.16% 140
2021
Q1
$119M Buy
998,253
+226,943
+29% +$27M 0.21% 117
2020
Q4
$87.8M Buy
771,310
+84,325
+12% +$9.6M 0.17% 135
2020
Q3
$70.8M Sell
686,985
-5,135
-0.7% -$529K 0.15% 147
2020
Q2
$67.6M Buy
692,120
+30,714
+5% +$3M 0.15% 151
2020
Q1
$62.8M Buy
661,406
+428,611
+184% +$40.7M 0.17% 140
2019
Q4
$26.9M Buy
232,795
+223,423
+2,384% +$25.8M 0.05% 334
2019
Q3
$970K Buy
9,372
+76
+0.8% +$7.87K 0.02% 456
2019
Q2
$847K Buy
9,296
+382
+4% +$34.8K 0.01% 483
2019
Q1
$787K Hold
8,914
0.01% 500
2018
Q4
$655K Sell
8,914
-160
-2% -$11.8K 0.01% 514
2018
Q3
$748K Buy
9,074
+208
+2% +$17.1K 0.01% 518
2018
Q2
$657K Hold
8,866
0.01% 533
2018
Q1
$633K Sell
8,866
-508
-5% -$36.3K 0.01% 541
2017
Q4
$615K Sell
9,374
-1,604
-15% -$105K 0.01% 551
2017
Q3
$708K Sell
10,978
-434
-4% -$28K 0.01% 523
2017
Q2
$698K Sell
11,412
-212
-2% -$13K 0.01% 519
2017
Q1
$670K Sell
11,624
-2,358
-17% -$136K 0.01% 532
2016
Q4
$743K Buy
13,982
+114
+0.8% +$6.06K 0.02% 522
2016
Q3
$689K Sell
13,868
-384
-3% -$19.1K 0.01% 533
2016
Q2
$775K Sell
14,252
-752
-5% -$40.9K 0.02% 520
2016
Q1
$769K Sell
15,004
-4,078
-21% -$209K 0.02% 471
2015
Q4
$873K Sell
19,082
-586
-3% -$26.8K 0.02% 437
2015
Q3
$852K Sell
19,668
-2,962
-13% -$128K 0.02% 436
2015
Q2
$937K Buy
22,630
+2,802
+14% +$116K 0.03% 398
2015
Q1
$787K Buy
19,828
+2,472
+14% +$98.1K 0.02% 417
2014
Q4
$615K Buy
17,356
+1,562
+10% +$55.3K 0.02% 462
2014
Q3
$510K Buy
15,794
+2,164
+16% +$69.9K 0.02% 490
2014
Q2
$411K Sell
13,630
-86
-0.6% -$2.59K 0.01% 553
2014
Q1
$389K Sell
13,716
-344
-2% -$9.76K 0.01% 567
2013
Q4
$415K Sell
14,060
-40
-0.3% -$1.18K 0.01% 549
2013
Q3
$356K Sell
14,100
-224
-2% -$5.66K 0.01% 562
2013
Q2
$313K Buy
+14,324
New +$313K 0.01% 589