EdgeRock Capital’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
12,498
+1
| +0% | +$99 | 0.39% | 33 |
|
|
2025
Q1 | $1.02M | Hold |
12,497
| – | – | 0.73% | 22 |
|
|
2024
Q4 | $1.3M | Hold |
12,497
| – | – | 0.85% | 20 |
|
|
2024
Q3 | $1.11M | Hold |
12,497
| – | – | 0.78% | 17 |
|
|
2024
Q2 | $917K | Buy |
12,497
+1,881
| +18% | +$138K | 0.71% | 16 |
|
|
2024
Q1 | $701K | Hold |
10,616
| – | – | 0.56% | 21 |
|
|
2023
Q4 | $806K | Sell |
10,616
-592
| -5% | -$45K | 0.59% | 18 |
|
|
2023
Q3 | $621K | Hold |
11,208
| – | – | 0.38% | 21 |
|
|
2023
Q2 | $761K | Sell |
11,208
-778
| -6% | -$52.8K | 0.37% | 23 |
|
|
2023
Q1 | $909K | Buy |
+11,986
| New | +$909K | 0.47% | 20 |
|
|
2022
Q4 | – | Sell |
-12,265
| Closed | -$547K | – | 181 |
|
|
2022
Q3 | $547K | Buy |
12,265
+5,432
| +79% | +$242K | 0.31% | 23 |
|
|
2022
Q2 | $226K | Buy |
+6,833
| New | +$226K | 0.15% | 48 |
|