Prospera Financial Services’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,036
| Closed | -$208K | – | 1170 |
|
|
2024
Q4 | $208K | Buy |
+6,036
| New | +$208K | ﹤0.01% | 1074 |
|
|
2023
Q3 | – | Sell |
-16,861
| Closed | -$614K | – | 1008 |
|
|
2023
Q2 | $614K | Buy |
16,861
+7,806
| +86% | +$284K | 0.02% | 552 |
|
|
2023
Q1 | $304K | Buy |
+9,055
| New | +$304K | 0.01% | 779 |
|
|
2022
Q3 | – | Sell |
-2,294
| Closed | -$42K | – | 849 |
|
|
2022
Q2 | $42K | Sell |
2,294
-170
| -7% | -$3.11K | ﹤0.01% | 1066 |
|
|
2022
Q1 | $56K | Buy |
+2,464
| New | +$56K | ﹤0.01% | 1319 |
|