CAPTRUST Financial Advisors’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 | – | Sell |
|
|||||
|
2025
Q1 | $234K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $407K | Sell |
|
|||||
|
2023
Q1 | $589K | Buy |
|
|||||
|
2022
Q4 | $129K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $159K | Sell |
|
|||||
|
2022
Q1 | $202K | Buy |
|
|||||
|
2021
Q4 | $241K | Buy |
|
|||||
|
2021
Q3 | $80K | Buy |
|
|||||
|
2021
Q2 | $28K | Buy |
|
|||||
|
2021
Q1 | $29K | Buy |
|
|||||
|
2020
Q4 | $27K | Buy |
|