Cetera Investment Advisers’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
80,565
+14,250
| +21% | +$350K | ﹤0.01% | 1851 |
|
|
2025
Q1 | $1.4M | Buy |
66,315
+5,412
| +9% | +$114K | ﹤0.01% | 2002 |
|
|
2024
Q4 | $2.1M | Sell |
60,903
-4,226
| -6% | -$146K | ﹤0.01% | 1612 |
|
|
2024
Q3 | $1.58M | Buy |
65,129
+7,788
| +14% | +$189K | ﹤0.01% | 1788 |
|
|
2024
Q2 | $1.66M | Buy |
57,341
+8,094
| +16% | +$234K | ﹤0.01% | 1710 |
|
|
2024
Q1 | $1.33M | Buy |
49,247
+34,915
| +244% | +$945K | ﹤0.01% | 1854 |
|
|
2023
Q4 | $411K | Buy |
14,332
+1,674
| +13% | +$48.1K | ﹤0.01% | 1594 |
|
|
2023
Q3 | $323K | Sell |
12,658
-2,219
| -15% | -$56.6K | ﹤0.01% | 1669 |
|
|
2023
Q2 | $542K | Buy |
14,877
+2,984
| +25% | +$109K | ﹤0.01% | 1409 |
|
|
2023
Q1 | $397K | Buy |
+11,893
| New | +$397K | ﹤0.01% | 1554 |
|