Oppenheimer & Co’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1,000K | Sell |
10,087
-27,361
| -73% | -$2.71M | 0.01% | 854 |
|
2025
Q1 | $3.06M | Sell |
37,448
-2,823
| -7% | -$231K | 0.05% | 423 |
|
2024
Q4 | $4.18M | Buy |
40,271
+2,691
| +7% | +$279K | 0.06% | 330 |
|
2024
Q3 | $3.33M | Buy |
37,580
+7,905
| +27% | +$700K | 0.05% | 386 |
|
2024
Q2 | $2.18M | Buy |
+29,675
| New | +$2.18M | 0.03% | 513 |
|
2023
Q2 | – | Sell |
-8,912
| Closed | -$676K | – | 1437 |
|
2023
Q1 | $676K | Buy |
+8,912
| New | +$676K | 0.01% | 836 |
|