Allworth Financial’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Sell |
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2025
Q1 | $602K | Sell |
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|
2024
Q4 | $971K | Sell |
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|
2024
Q3 | $870K | Buy |
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|
2024
Q2 | $972K | Buy |
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|
2024
Q1 | $933K | Buy |
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|
2023
Q4 | $963K | Buy |
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|
2023
Q3 | $18.2K | Buy |
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|
2023
Q2 | $21.9K | Buy |
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|
2023
Q1 | $13.4K | Hold |
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|
2022
Q4 | $4.48K | Sell |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $16K | Buy |
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