Atria Wealth Solutions’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
+2,359
New +$240K 0.01% 1276
2025
Q1
Sell
-2,162
Closed -$224K 1923
2024
Q4
$224K Sell
2,162
-167
-7% -$17.3K ﹤0.01% 1720
2024
Q3
$206K Buy
+2,329
New +$206K ﹤0.01% 1754
2023
Q3
Sell
-5,290
Closed -$359K 1890
2023
Q2
$359K Buy
+5,290
New +$359K ﹤0.01% 1327