Lewis Asset Management’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
3,600
-300
| -8% | -$29.7K | 0.17% | 128 |
|
|
2025
Q1 | $319K | Sell |
3,900
-900
| -19% | -$73.5K | 0.26% | 100 |
|
|
2024
Q4 | $498K | Sell |
4,800
-410
| -8% | -$42.6K | 0.38% | 65 |
|
|
2024
Q3 | $462K | Sell |
5,210
-300
| -5% | -$26.6K | 0.34% | 73 |
|
|
2024
Q2 | $404K | Sell |
5,510
-75
| -1% | -$5.5K | 0.31% | 72 |
|
|
2024
Q1 | $369K | Buy |
5,585
+175
| +3% | +$11.6K | 0.3% | 73 |
|
|
2023
Q4 | $402K | Buy |
+5,410
| New | +$402K | 0.37% | 68 |
|