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PFG Advisors’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
21,459
+4,530
| +27% | +$111K | 0.02% | 416 |
|
|
2025
Q1 | $356K | Buy |
16,929
+2,200
| +15% | +$46.3K | 0.02% | 558 |
|
|
2024
Q4 | $507K | Buy |
14,729
+261
| +2% | +$8.99K | 0.03% | 453 |
|
|
2024
Q3 | $351K | Buy |
14,468
+3,460
| +31% | +$83.8K | 0.02% | 548 |
|
|
2024
Q2 | $319K | Buy |
11,008
+1,396
| +15% | +$40.4K | 0.02% | 539 |
|
|
2024
Q1 | $260K | Buy |
9,612
+1,642
| +21% | +$44.4K | 0.02% | 556 |
|
|
2023
Q4 | $229K | Buy |
+7,970
| New | +$229K | 0.02% | 560 |
|
|
2023
Q3 | – | Sell |
-5,985
| Closed | -$218K | – | 599 |
|
|
2023
Q2 | $218K | Buy |
+5,985
| New | +$218K | 0.02% | 624 |
|