NewEdge Advisors’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,983
| Closed | -$489K | – | 4047 |
|
|
2025
Q1 | $489K | Sell |
5,983
-13,991
| -70% | -$1.14M | ﹤0.01% | 1598 |
|
|
2024
Q4 | $2.07M | Sell |
19,974
-1,396
| -7% | -$145K | 0.01% | 817 |
|
|
2024
Q3 | $1.89M | Sell |
21,370
-9,170
| -30% | -$812K | 0.01% | 815 |
|
|
2024
Q2 | $2.24M | Buy |
30,540
+17,260
| +130% | +$1.27M | 0.02% | 706 |
|
|
2024
Q1 | $877K | Buy |
13,280
+13,240
| +33,100% | +$875K | 0.01% | 1062 |
|
|
2023
Q4 | $2.97K | Hold |
40
| – | – | ﹤0.01% | 3260 |
|
|
2023
Q3 | $2.22K | Buy |
+40
| New | +$2.22K | ﹤0.01% | 3025 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$11.2K | – | 3679 |
|
|
2022
Q4 | $11.2K | Buy |
+200
| New | +$11.2K | ﹤0.01% | 2335 |
|