Advisors Asset Management’s Shift4 FOUR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.7K Buy
562
+128
+29% +$12.7K ﹤0.01% 1277
2025
Q1
$35.5K Buy
434
+217
+100% +$17.7K ﹤0.01% 1319
2024
Q4
$22.5K Sell
217
-1
-0.5% -$104 ﹤0.01% 1375
2024
Q3
$19.3K Buy
218
+15
+7% +$1.33K ﹤0.01% 1375
2024
Q2
$14.9K Buy
203
+107
+111% +$7.85K ﹤0.01% 1397
2024
Q1
$6.34K Sell
96
-103
-52% -$6.81K ﹤0.01% 1387
2023
Q4
$14.8K Sell
199
-16
-7% -$1.19K ﹤0.01% 1370
2023
Q3
$11.9K Hold
215
﹤0.01% 1380
2023
Q2
$14.6K Sell
215
-698
-76% -$47.4K ﹤0.01% 1388
2023
Q1
$69.2K Buy
913
+17
+2% +$1.29K ﹤0.01% 1267
2022
Q4
$50.1K Buy
896
+24
+3% +$1.34K ﹤0.01% 1339
2022
Q3
$39K Sell
872
-49
-5% -$2.19K ﹤0.01% 1381
2022
Q2
$30K Sell
921
-22
-2% -$717 ﹤0.01% 1428
2022
Q1
$58K Buy
+943
New +$58K ﹤0.01% 1402