Janney Montgomery Scott’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
47,042
-8,038
| -15% | -$198K | ﹤0.01% | 1503 |
|
|
2025
Q1 | $1.16M | Sell |
55,080
-259
| -0.5% | -$5.45K | ﹤0.01% | 1446 |
|
|
2024
Q4 | $1.91M | Buy |
55,339
+22,949
| +71% | +$790K | 0.01% | 1177 |
|
|
2024
Q3 | $785K | Buy |
+32,390
| New | +$785K | ﹤0.01% | 1667 |
|
|
2024
Q2 | – | Sell |
-24,354
| Closed | -$659K | – | 2604 |
|
|
2024
Q1 | $659K | Sell |
24,354
-1,950
| -7% | -$52.8K | ﹤0.01% | 1773 |
|
|
2023
Q4 | $755K | Sell |
26,304
-9,900
| -27% | -$284K | ﹤0.01% | 1626 |
|
|
2023
Q3 | $924K | Buy |
36,204
+2,847
| +9% | +$72.7K | ﹤0.01% | 1385 |
|
|
2023
Q2 | $1.22M | Buy |
+33,357
| New | +$1.22M | ﹤0.01% | 1310 |
|
|
2021
Q2 | – | Sell |
-5,443
| Closed | -$359K | – | 2242 |
|
|
2021
Q1 | $359K | Buy |
+5,443
| New | +$359K | ﹤0.01% | 1770 |
|