LPL Financial’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
156,388
+66,587
| +74% | +$6.6M | 0.01% | 1418 |
|
|
2025
Q1 | $7.34M | Sell |
89,801
-11,490
| -11% | -$939K | ﹤0.01% | 1829 |
|
|
2024
Q4 | $10.5M | Buy |
101,291
+20,478
| +25% | +$2.13M | ﹤0.01% | 1503 |
|
|
2024
Q3 | $7.16M | Buy |
80,813
+10,700
| +15% | +$948K | ﹤0.01% | 1708 |
|
|
2024
Q2 | $5.14M | Buy |
70,113
+27,887
| +66% | +$2.05M | ﹤0.01% | 1816 |
|
|
2024
Q1 | $2.79M | Sell |
42,226
-12,504
| -23% | -$826K | ﹤0.01% | 2233 |
|
|
2023
Q4 | $4.07M | Sell |
54,730
-2,836
| -5% | -$211K | ﹤0.01% | 1818 |
|
|
2023
Q3 | $3.19M | Sell |
57,566
-1,806
| -3% | -$100K | ﹤0.01% | 1904 |
|
|
2023
Q2 | $4.03M | Sell |
59,372
-1,881
| -3% | -$128K | ﹤0.01% | 1708 |
|
|
2023
Q1 | $4.64M | Buy |
61,253
+6,945
| +13% | +$526K | ﹤0.01% | 1563 |
|
|
2022
Q4 | $3.04M | Buy |
54,308
+447
| +0.8% | +$25K | ﹤0.01% | 1767 |
|
|
2022
Q3 | $2.4M | Buy |
53,861
+49
| +0.1% | +$2.19K | ﹤0.01% | 1836 |
|
|
2022
Q2 | $1.78M | Buy |
53,812
+1,712
| +3% | +$56.6K | ﹤0.01% | 2105 |
|
|
2022
Q1 | $3.23M | Sell |
52,100
-309,419
| -86% | -$19.2M | ﹤0.01% | 1704 |
|
|
2021
Q4 | $20.9M | Sell |
361,519
-4,295
| -1% | -$249K | 0.02% | 654 |
|
|
2021
Q3 | $28.4M | Sell |
365,814
-9,486
| -3% | -$735K | 0.03% | 492 |
|
|
2021
Q2 | $35.2M | Buy |
375,300
+360,915
| +2,509% | +$33.8M | 0.04% | 406 |
|
|
2021
Q1 | $1.18M | Buy |
14,385
+9,435
| +191% | +$774K | ﹤0.01% | 2242 |
|
|
2020
Q4 | $373K | Buy |
4,950
+791
| +19% | +$59.6K | ﹤0.01% | 3011 |
|
|
2020
Q3 | $201K | Buy |
+4,159
| New | +$201K | ﹤0.01% | 3181 |
|