Focus Financial Network’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-45,293
| Closed | -$1.1M | – | 667 |
|
|
2024
Q3 | $1.1M | Buy |
45,293
+11,617
| +34% | +$281K | 0.04% | 265 |
|
|
2024
Q2 | $1.01M | Sell |
33,676
-3,437
| -9% | -$103K | 0.04% | 270 |
|
|
2024
Q1 | $775K | Sell |
37,113
-1,547
| -4% | -$32.3K | 0.04% | 294 |
|
|
2023
Q4 | $1.11M | Sell |
38,660
-29,340
| -43% | -$842K | 0.04% | 296 |
|
|
2023
Q3 | $1.74M | Sell |
68,000
-10,864
| -14% | -$277K | 0.1% | 160 |
|
|
2023
Q2 | $2.87M | Buy |
+78,864
| New | +$2.87M | 0.16% | 118 |
|