PFG Investments’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
17,310
-8,335
| -33% | -$205K | 0.02% | 586 |
|
|
2025
Q1 | $540K | Buy |
25,645
+2,355
| +10% | +$49.6K | 0.03% | 470 |
|
|
2024
Q4 | $802K | Buy |
23,290
+1,017
| +5% | +$35K | 0.05% | 344 |
|
|
2024
Q3 | $540K | Buy |
22,273
+4,405
| +25% | +$107K | 0.03% | 463 |
|
|
2024
Q2 | $517K | Buy |
17,868
+5,695
| +47% | +$165K | 0.04% | 431 |
|
|
2024
Q1 | $330K | Buy |
+12,173
| New | +$330K | 0.02% | 705 |
|