IFP 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 | $407K | Buy |
2,868
+301
| +12% | +$42.7K | 0.01% | 924 |
|
|
2025
Q1 | $214K | Buy |
2,567
+242
| +10% | +$20.2K | 0.01% | 1143 |
|
|
2024
Q4 | $247K | Buy |
2,325
+1,530
| +192% | +$162K | 0.01% | 1040 |
|
|
2024
Q3 | $70.4K | Buy |
795
+212
| +36% | +$18.8K | ﹤0.01% | 1566 |
|
|
2024
Q2 | $42.8K | Buy |
583
+237
| +68% | +$17.4K | ﹤0.01% | 1743 |
|
|
2024
Q1 | $22.9K | Buy |
346
+174
| +101% | +$11.5K | ﹤0.01% | 1905 |
|
|
2023
Q4 | $12.8K | Sell |
172
-39
| -18% | -$2.9K | ﹤0.01% | 2096 |
|
|
2023
Q3 | $11.7K | Sell |
211
-919
| -81% | -$50.9K | ﹤0.01% | 2190 |
|
|
2023
Q2 | $76.7K | Buy |
1,130
+988
| +696% | +$67.1K | ﹤0.01% | 1436 |
|
|
2023
Q1 | $4.76K | Sell |
142
-232
| -62% | -$7.78K | ﹤0.01% | 2585 |
|
|
2022
Q4 | $13K | Buy |
374
+274
| +274% | +$9.52K | ﹤0.01% | 3202 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 4219 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 3987 |
|
|
2022
Q1 | $3K | Sell |
100
-78
| -44% | -$2.34K | ﹤0.01% | 3987 |
|
|
2021
Q4 | $11K | Buy |
+178
| New | +$11K | ﹤0.01% | 2143 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3779 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3516 |
|
|
2021
Q1 | – | Sell |
-640
| Closed | -$48K | – | 3429 |
|
|
2020
Q4 | $48K | Buy |
+640
| New | +$48K | ﹤0.01% | 1463 |
|