LPL Financial’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.04M | Sell |
46,568
-107,801
| -70% | -$5.95M | ﹤0.01% | 3495 |
|
|
2025
Q4 | $9.72M | Sell |
154,369
-52,018
| -25% | -$3.68M | ﹤0.01% | 1952 |
|
|
2025
Q3 | $16M | Buy |
206,387
+49,999
| +32% | +$4.65M | ﹤0.01% | 1505 |
|
|
2025
Q2 | $15.5M | Buy |
156,388
+66,587
| +74% | +$5.81M | 0.01% | 1420 |
|
|
2025
Q1 | $7.34M | Sell |
89,801
-11,490
| -11% | -$1.18M | ﹤0.01% | 1833 |
|
|
2024
Q4 | $10.5M | Buy |
101,291
+20,478
| +25% | +$2.03M | ﹤0.01% | 1507 |
|
|
2024
Q3 | $7.16M | Buy |
80,813
+10,700
| +15% | +$811K | ﹤0.01% | 1714 |
|
|
2024
Q2 | $5.14M | Buy |
70,113
+27,887
| +66% | +$1.85M | ﹤0.01% | 1823 |
|
|
2024
Q1 | $2.79M | Sell |
42,226
-12,504
| -23% | -$941K | ﹤0.01% | 2247 |
|
|
2023
Q4 | $4.07M | Sell |
54,730
-2,836
| -5% | -$169K | ﹤0.01% | 1826 |
|
|
2023
Q3 | $3.19M | Sell |
57,566
-1,806
| -3% | -$110K | ﹤0.01% | 1910 |
|
|
2023
Q2 | $4.03M | Sell |
59,372
-1,881
| -3% | -$123K | ﹤0.01% | 1712 |
|
|
2023
Q1 | $4.64M | Buy |
61,253
+6,945
| +13% | +$447K | ﹤0.01% | 1566 |
|
|
2022
Q4 | $3.04M | Buy |
54,308
+447
| +0.8% | +$21.1K | ﹤0.01% | 1769 |
|
|
2022
Q3 | $2.4M | Buy |
53,861
+49
| +0.1% | +$2.06K | ﹤0.01% | 1839 |
|
|
2022
Q2 | $1.78M | Buy |
53,812
+1,712
| +3% | +$80.8K | ﹤0.01% | 2110 |
|
|
2022
Q1 | $3.23M | Sell |
52,100
-309,419
| -86% | -$16.3M | ﹤0.01% | 1707 |
|
|
2021
Q4 | $20.9M | Sell |
361,519
-4,295
| -1% | -$273K | 0.02% | 655 |
|
|
2021
Q3 | $28.4M | Sell |
365,814
-9,486
| -3% | -$818K | 0.03% | 493 |
|
|
2021
Q2 | $35.2M | Buy |
375,300
+360,915
| +2,509% | +$34.1M | 0.04% | 407 |
|
|
2021
Q1 | $1.18M | Buy |
14,385
+9,435
| +191% | +$735K | ﹤0.01% | 2247 |
|
|
2020
Q4 | $373K | Buy |
4,950
+791
| +19% | +$47.3K | ﹤0.01% | 3022 |
|
|
2020
Q3 | $201K | Buy |
+4,159
| New | +$185K | ﹤0.01% | 3201 |
|
Other funds holding FOUR
DPCM
DCP
WA
VCM
VPM