LPL Financial’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.95M | Buy |
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|
2025
Q2 | $5M | Buy |
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|
2025
Q1 | $3.66M | Buy |
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|
2024
Q4 | $4.75M | Sell |
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|
2024
Q3 | $3.43M | Sell |
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|
2024
Q2 | $4.74M | Buy |
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|
2024
Q1 | $3.22M | Sell |
|
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|
2023
Q4 | $3.55M | Sell |
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|
2023
Q3 | $4.07M | Buy |
|
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|
2023
Q2 | $4.22M | Buy |
|
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|
2023
Q1 | $3.6M | Buy |
|
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|
2022
Q4 | $637K | Buy |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | $628K | Buy |
|
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|
2022
Q1 | $657K | Buy |
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|
2021
Q4 | $892K | Buy |
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|
2021
Q3 | $925K | Buy |
|
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $347K | Buy |
|