Kestra Advisory Services’s Shift4 FOUR Stock Holding History

Kestra Advisory Services’s Portfolio FOUR Stock Details FOUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$793K	Sell
2025 Q1	$727K	Sell
2024 Q4	$1.03M	Buy
2024 Q3	$802K	Buy
2024 Q2	$643K	Buy
2024 Q1	$524K	Buy
2023 Q4	$499K	Buy
2021 Q3	–	Sell
2021 Q2	$212K	Buy