Larson Financial Group’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 | $4.66K | Buy |
189
+174
| +1,160% | +$4.29K | ﹤0.01% | 2084 |
|
2025
Q1 | $316 | Hold |
15
| – | – | ﹤0.01% | 2662 |
|
2024
Q4 | $516 | Sell |
15
-146
| -91% | -$5.02K | ﹤0.01% | 2176 |
|
2024
Q3 | $3.9K | Buy |
+161
| New | +$3.9K | ﹤0.01% | 1703 |
|
2024
Q2 | – | Sell |
-100
| Closed | -$2.71K | – | 2421 |
|
2024
Q1 | $2.71K | Hold |
100
| – | – | ﹤0.01% | 1308 |
|
2023
Q4 | $2.87K | Sell |
100
-134
| -57% | -$3.85K | ﹤0.01% | 1299 |
|
2023
Q3 | $5.97K | Buy |
+234
| New | +$5.97K | ﹤0.01% | 1126 |
|