Cetera Investment Advisers’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
5,443
+860
| +19% | +$85.2K | ﹤0.01% | 2908 |
|
|
2025
Q1 | $374K | Buy |
4,583
+974
| +27% | +$79.6K | ﹤0.01% | 3090 |
|
|
2024
Q4 | $375K | Buy |
3,609
+733
| +25% | +$76.1K | ﹤0.01% | 2928 |
|
|
2024
Q3 | $255K | Buy |
+2,876
| New | +$255K | ﹤0.01% | 3202 |
|
|
2021
Q3 | – | Sell |
-4,263
| Closed | -$400K | – | 1805 |
|
|
2021
Q2 | $400K | Buy |
4,263
+38
| +0.9% | +$3.57K | 0.01% | 1245 |
|
|
2021
Q1 | $346K | Buy |
4,225
+148
| +4% | +$12.1K | 0.01% | 1180 |
|
|
2020
Q4 | $307K | Buy |
+4,077
| New | +$307K | 0.01% | 1219 |
|