LPL Financial’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 | $5M | Buy |
203,511
+29,406
| +17% | +$723K | ﹤0.01% | 2300 |
|
|
2025
Q1 | $3.66M | Buy |
174,105
+36,114
| +26% | +$760K | ﹤0.01% | 2399 |
|
|
2024
Q4 | $4.75M | Sell |
137,991
-3,484
| -2% | -$120K | ﹤0.01% | 2115 |
|
|
2024
Q3 | $3.43M | Sell |
141,475
-22,314
| -14% | -$541K | ﹤0.01% | 2253 |
|
|
2024
Q2 | $4.74M | Buy |
163,789
+44,770
| +38% | +$1.3M | ﹤0.01% | 1891 |
|
|
2024
Q1 | $3.22M | Sell |
119,019
-4,686
| -4% | -$127K | ﹤0.01% | 2116 |
|
|
2023
Q4 | $3.55M | Sell |
123,705
-35,584
| -22% | -$1.02M | ﹤0.01% | 1917 |
|
|
2023
Q3 | $4.07M | Buy |
159,289
+43,363
| +37% | +$1.11M | ﹤0.01% | 1711 |
|
|
2023
Q2 | $4.22M | Buy |
115,926
+8,704
| +8% | +$317K | ﹤0.01% | 1669 |
|
|
2023
Q1 | $3.6M | Buy |
107,222
+50,322
| +88% | +$1.69M | ﹤0.01% | 1711 |
|
|
2022
Q4 | $637K | Buy |
56,900
+13,822
| +32% | +$155K | ﹤0.01% | 3032 |
|
|
2022
Q3 | $538K | Buy |
43,078
+8,698
| +25% | +$109K | ﹤0.01% | 3067 |
|
|
2022
Q2 | $628K | Buy |
34,380
+5,453
| +19% | +$99.6K | ﹤0.01% | 2987 |
|
|
2022
Q1 | $657K | Buy |
28,927
+378
| +1% | +$8.59K | ﹤0.01% | 2971 |
|
|
2021
Q4 | $892K | Buy |
28,549
+8,580
| +43% | +$268K | ﹤0.01% | 2748 |
|
|
2021
Q3 | $925K | Buy |
19,969
+3,327
| +20% | +$154K | ﹤0.01% | 2662 |
|
|
2021
Q2 | $1.04M | Buy |
16,642
+1,008
| +6% | +$63.1K | ﹤0.01% | 2524 |
|
|
2021
Q1 | $1.03M | Buy |
15,634
+13,136
| +526% | +$865K | ﹤0.01% | 2367 |
|
|
2020
Q4 | $347K | Buy |
+2,498
| New | +$347K | ﹤0.01% | 3080 |
|