CAPTRUST Financial Advisors’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $656K | Buy |
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|
2024
Q1 | $481K | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.8M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $18K | Sell |
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|
2021
Q4 | $19K | Sell |
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|
2021
Q3 | $33K | Buy |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $14K | Hold |
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|
2020
Q4 | $13K | Buy |
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