Center for Financial Planning’s Shift4 FOUR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4	Closed	-$416	–	723
2024 Q4	$416	Buy	+4	New	+$416	﹤0.01%	637