Kestra Advisory Services’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Sell |
8,005
-894
| -10% | -$88.6K | ﹤0.01% | 1635 |
|
|
2025
Q1 | $727K | Sell |
8,899
-1,062
| -11% | -$86.8K | ﹤0.01% | 1583 |
|
|
2024
Q4 | $1.03M | Buy |
9,961
+908
| +10% | +$94.2K | 0.01% | 1395 |
|
|
2024
Q3 | $802K | Buy |
9,053
+281
| +3% | +$24.9K | ﹤0.01% | 1461 |
|
|
2024
Q2 | $643K | Buy |
8,772
+841
| +11% | +$61.7K | ﹤0.01% | 1608 |
|
|
2024
Q1 | $524K | Buy |
7,931
+1,221
| +18% | +$80.7K | ﹤0.01% | 1634 |
|
|
2023
Q4 | $499K | Buy |
+6,710
| New | +$499K | ﹤0.01% | 1533 |
|
|
2021
Q3 | – | Sell |
-2,258
| Closed | -$212K | – | 2140 |
|
|
2021
Q2 | $212K | Buy |
+2,258
| New | +$212K | ﹤0.01% | 1830 |
|