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