Level Four Advisory Services’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 | $739K | Sell |
30,092
-1,146
| -4% | -$28.2K | 0.03% | 442 |
|
|
2025
Q1 | $658K | Buy |
31,238
+6,050
| +24% | +$127K | 0.03% | 445 |
|
|
2024
Q4 | $867K | Buy |
25,188
+1,576
| +7% | +$54.3K | 0.04% | 379 |
|
|
2024
Q3 | $582K | Buy |
23,612
+2,126
| +10% | +$52.4K | 0.02% | 474 |
|
|
2024
Q2 | $622K | Buy |
21,486
+6,494
| +43% | +$188K | 0.03% | 434 |
|
|
2024
Q1 | $430K | Hold |
14,992
| – | – | 0.02% | 517 |
|
|
2023
Q4 | $430K | Buy |
14,992
+2,014
| +16% | +$57.8K | 0.02% | 515 |
|
|
2023
Q3 | $331K | Buy |
12,978
+6,153
| +90% | +$157K | 0.02% | 553 |
|
|
2023
Q2 | $249K | Buy |
+6,825
| New | +$249K | 0.01% | 675 |
|