Bailard’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
4,158
-2,340
| -36% | -$232K | 0.01% | 535 |
|
|
2025
Q1 | $531K | Sell |
6,498
-926
| -12% | -$75.7K | 0.01% | 454 |
|
|
2024
Q4 | $770K | Sell |
7,424
-2,246
| -23% | -$233K | 0.02% | 346 |
|
|
2024
Q3 | $857K | Sell |
9,670
-550
| -5% | -$48.7K | 0.02% | 331 |
|
|
2024
Q2 | $750K | Hold |
10,220
| – | – | 0.02% | 349 |
|
|
2024
Q1 | $675K | Sell |
10,220
-50,262
| -83% | -$3.32M | 0.02% | 394 |
|
|
2023
Q4 | $4.5M | Sell |
60,482
-14,000
| -19% | -$1.04M | 0.13% | 145 |
|
|
2023
Q3 | $4.12M | Buy |
74,482
+12,640
| +20% | +$700K | 0.14% | 133 |
|
|
2023
Q2 | $4.2M | Buy |
+61,842
| New | +$4.2M | 0.15% | 127 |
|