Kestra Advisory Services’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $224K | Sell |
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|
2025
Q2 | $665K | Buy |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $817K | Sell |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $3.35M | Buy |
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|
2023
Q3 | $2.72M | Buy |
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|
2023
Q2 | $2.35M | Buy |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $532K | Buy |
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