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 |
|