Allworth Financial’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9K | Buy |
281
+226
| +411% | +$22.4K | ﹤0.01% | 2294 |
|
|
2025
Q1 | $4.44K | Buy |
55
+15
| +38% | +$1.21K | ﹤0.01% | 2818 |
|
|
2024
Q4 | $4.63K | Sell |
40
-4
| -9% | -$463 | ﹤0.01% | 2797 |
|
|
2024
Q3 | $3.9K | Sell |
44
-4
| -8% | -$354 | ﹤0.01% | 2680 |
|
|
2024
Q2 | $3.18K | Buy |
48
+10
| +26% | +$663 | ﹤0.01% | 2714 |
|
|
2024
Q1 | $2.51K | Sell |
38
-37
| -49% | -$2.45K | ﹤0.01% | 2728 |
|
|
2023
Q4 | $5.58K | Buy |
75
+26
| +53% | +$1.93K | ﹤0.01% | 2233 |
|
|
2023
Q3 | $2.71K | Buy |
49
+2
| +4% | +$111 | ﹤0.01% | 2394 |
|
|
2023
Q2 | $3.19K | Sell |
47
-2
| -4% | -$136 | ﹤0.01% | 2296 |
|
|
2023
Q1 | $3.72K | Buy |
49
+7
| +17% | +$531 | ﹤0.01% | 2152 |
|
|
2022
Q4 | $2.35K | Buy |
+42
| New | +$2.35K | ﹤0.01% | 2180 |
|