First Dallas Securities’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
3,225
-775
| -19% | -$76.8K | 0.13% | 100 |
|
|
2025
Q1 | $327K | Sell |
4,000
-1,325
| -25% | -$108K | 0.14% | 96 |
|
|
2024
Q4 | $553K | Sell |
5,325
-925
| -15% | -$96.1K | 0.23% | 77 |
|
|
2024
Q3 | $554K | Sell |
6,250
-5,250
| -46% | -$465K | 0.23% | 77 |
|
|
2024
Q2 | $844K | Buy |
11,500
+200
| +2% | +$14.7K | 0.37% | 56 |
|
|
2024
Q1 | $747K | Sell |
11,300
-1,050
| -9% | -$69.4K | 0.34% | 63 |
|
|
2023
Q4 | $918K | Sell |
12,350
-161,403
| -93% | -$12M | 0.47% | 53 |
|
|
2023
Q3 | $9.62M | Buy |
+173,753
| New | +$9.62M | 2.2% | 8 |
|