LFAS
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Level Four Advisory Services’s C3.ai AI Stock Holding History

Level Four Advisory Services’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$178K Sell
21,096
-5,431
-20% -$58.3K 0.01% 838
2025
Q4 		$358K Sell
26,527
-2,975
-10% -$47.5K 0.01% 641
2025
Q3 		$512K Sell
29,502
-590
-2% -$12.3K 0.02% 552
2025
Q2 		$739K Sell
30,092
-1,146
-4% -$26.2K 0.03% 442
2025
Q1 		$658K Buy
31,238
+6,050
+24% +$172K 0.03% 445
2024
Q4 		$867K Buy
25,188
+1,576
+7% +$48.9K 0.04% 379
2024
Q3 		$582K Buy
23,612
+2,126
+10% +$54K 0.02% 474
2024
Q2 		$622K Buy
21,486
+6,494
+43% +$167K 0.03% 434
2024
Q1 		$430K Hold
14,992
– – 0.02% 517
2023
Q4 		$430K Buy
14,992
+2,014
+16% +$55.4K 0.02% 515
2023
Q3 		$331K Buy
12,978
+6,153
+90% +$205K 0.02% 553
2023
Q2 		$249K Buy
+6,825
New +$192K 0.01% 675

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