IFP Advisors’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.06K | Sell |
482
-168
| -26% | -$1.8K | ﹤0.01% | 3644 |
|
|
2025
Q4 | $8.76K | Sell |
650
-2,443
| -79% | -$39K | ﹤0.01% | 3129 |
|
|
2025
Q3 | $53.6K | Buy |
3,093
+203
| +7% | +$4.24K | ﹤0.01% | 2041 |
|
|
2025
Q2 | $76.4K | Sell |
2,890
-2,178
| -43% | -$49.8K | ﹤0.01% | 1805 |
|
|
2025
Q1 | $107K | Buy |
5,068
+208
| +4% | +$5.9K | ﹤0.01% | 1492 |
|
|
2024
Q4 | $167K | Buy |
4,860
+2,604
| +115% | +$80.8K | 0.01% | 1213 |
|
|
2024
Q3 | $54.7K | Sell |
2,256
-215
| -9% | -$5.46K | ﹤0.01% | 1694 |
|
|
2024
Q2 | $71.6K | Buy |
2,471
+10
| +0.4% | +$257 | ﹤0.01% | 1508 |
|
|
2024
Q1 | $66.6K | Sell |
2,461
-550
| -18% | -$15.4K | ﹤0.01% | 1470 |
|
|
2023
Q4 | $86.4K | Sell |
3,011
-5
| -0.2% | -$138 | ﹤0.01% | 1310 |
|
|
2023
Q3 | $77K | Buy |
3,016
+145
| +5% | +$4.84K | ﹤0.01% | 1385 |
|
|
2023
Q2 | $105K | Sell |
2,871
-1,311
| -31% | -$36.9K | ﹤0.01% | 1299 |
|
|
2023
Q1 | $387K | Buy |
4,182
+2,920
| +231% | +$59.8K | 0.02% | 689 |
|
|
2022
Q4 | $118K | Buy |
1,262
+63
| +5% | +$789 | ﹤0.01% | 1657 |
|
|
2022
Q3 | $112K | Buy |
1,199
+345
| +40% | +$6.19K | ﹤0.01% | 1773 |
|
|
2022
Q2 | $80K | Hold |
854
| – | – | ﹤0.01% | 1831 |
|
|
2022
Q1 | $80K | Buy |
854
+577
| +208% | +$13.9K | ﹤0.01% | 1831 |
|
|
2021
Q4 | $9K | Buy |
277
+50
| +22% | +$2.02K | ﹤0.01% | 2259 |
|
|
2021
Q3 | $11K | Buy |
227
+100
| +79% | +$5.09K | ﹤0.01% | 2226 |
|
|
2021
Q2 | $8K | Hold |
127
| – | – | ﹤0.01% | 2276 |
|
|
2021
Q1 | $8K | Buy |
127
+117
| +1,170% | +$13.6K | ﹤0.01% | 2204 |
|
|
2020
Q4 | $1K | Buy |
+10
| New | +$1.34K | ﹤0.01% | 2719 |
|
Other funds holding AI
VPM
VCM
