HighTower 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 | $680K | Buy |
6,863
+860
| +14% | +$85.2K | ﹤0.01% | 2275 |
|
2025
Q1 | $491K | Sell |
6,003
-300
| -5% | -$24.5K | ﹤0.01% | 2463 |
|
2024
Q4 | $654K | Buy |
6,303
+1,295
| +26% | +$134K | ﹤0.01% | 2261 |
|
2024
Q3 | $448K | Buy |
+5,008
| New | +$448K | ﹤0.01% | 2468 |
|
2023
Q2 | – | Sell |
-6,215
| Closed | -$472K | – | 3279 |
|
2023
Q1 | $472K | Sell |
6,215
-275
| -4% | -$20.9K | ﹤0.01% | 2139 |
|
2022
Q4 | $363K | Buy |
6,490
+360
| +6% | +$20.1K | ﹤0.01% | 2320 |
|
2022
Q3 | $274K | Hold |
6,130
| – | – | ﹤0.01% | 2390 |
|
2022
Q2 | $203K | Sell |
6,130
-79
| -1% | -$2.62K | ﹤0.01% | 2611 |
|
2022
Q1 | $385K | Buy |
6,209
+79
| +1% | +$4.9K | ﹤0.01% | 2329 |
|
2021
Q4 | $356K | Buy |
6,130
+1,866
| +44% | +$108K | ﹤0.01% | 2358 |
|
2021
Q3 | $333K | Buy |
4,264
+20
| +0.5% | +$1.56K | ﹤0.01% | 2338 |
|
2021
Q2 | $400K | Buy |
4,244
+397
| +10% | +$37.4K | ﹤0.01% | 2172 |
|
2021
Q1 | $316K | Buy |
3,847
+481
| +14% | +$39.5K | ﹤0.01% | 2259 |
|
2020
Q4 | $253K | Sell |
3,366
-4,151
| -55% | -$312K | ﹤0.01% | 2017 |
|
2020
Q3 | $363K | Buy |
+7,517
| New | +$363K | ﹤0.01% | 1713 |
|