Clearstead Advisors’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
1,153
+623
| +118% | +$61.7K | ﹤0.01% | 1023 |
|
|
2025
Q1 | $43.3K | Sell |
530
-6,040
| -92% | -$494K | ﹤0.01% | 1203 |
|
|
2024
Q4 | $682K | Buy |
6,570
+5,835
| +794% | +$606K | 0.01% | 490 |
|
|
2024
Q3 | $65.1K | Buy |
735
+255
| +53% | +$22.6K | ﹤0.01% | 1144 |
|
|
2024
Q2 | $35.2K | Buy |
480
+10
| +2% | +$734 | ﹤0.01% | 1248 |
|
|
2024
Q1 | $30.9K | Buy |
+470
| New | +$30.9K | ﹤0.01% | 864 |
|