EverSource Wealth 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
$6.94K Sell
70
-36
-34% -$3.57K ﹤0.01% 3011
2025
Q1
$8.66K Sell
106
-2,166
-95% -$177K ﹤0.01% 2184
2024
Q4
$236K Buy
2,272
+714
+46% +$74.1K 0.01% 594
2024
Q3
$138K Sell
1,558
-6
-0.4% -$532 0.01% 684
2024
Q2
$108K Buy
1,564
+1,561
+52,033% +$107K 0.01% 767
2024
Q1
$174 Buy
+3
New +$174 ﹤0.01% 2806