Ratan Capital Management’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2M | Sell |
45,640
-40,063
| -47% | -$2.21M | 0.74% | 21 |
|
|
2025
Q4 | $4.6M | Hold |
85,703
| – | – | 1.26% | 23 |
|
|
2025
Q3 | $6.63M | Sell |
85,703
-65,199
| -43% | -$6.06M | 3.58% | 14 |
|
|
2025
Q2 | $12.3M | Hold |
150,902
| – | – | 5.69% | 9 |
|
|
2025
Q1 | $12.3M | Buy |
150,902
+80,000
| +113% | +$8.24M | 3.98% | 11 |
|
|
2024
Q4 | $7.78M | Hold |
70,902
| – | – | 1.19% | 21 |
|
|
2024
Q3 | $6.28M | Sell |
70,902
-45,981
| -39% | -$3.48M | 1.69% | 17 |
|
|
2024
Q2 | $8.57M | Sell |
116,883
-20,000
| -15% | -$1.33M | 2.62% | 10 |
|
|
2024
Q1 | $9.04M | Buy |
136,883
+65,981
| +93% | +$4.96M | 4.81% | 6 |
|
|
2023
Q4 | $5.27M | Sell |
70,902
-32,800
| -32% | -$1.96M | 3.44% | 10 |
|
|
2023
Q3 | $5.74M | Buy |
103,702
+82,727
| +394% | +$5.04M | 4.35% | 7 |
|
|
2023
Q2 | $1.42M | Hold |
20,975
| – | – | 1.97% | 14 |
|
|
2023
Q1 | $1.59M | Sell |
20,975
-109,908
| -84% | -$7.08M | 4.3% | 6 |
|
|
2022
Q4 | $7.32M | Buy |
130,883
+81,601
| +166% | +$3.86M | 5.88% | 6 |
|
|
2022
Q3 | $2.2M | Sell |
49,282
-223,851
| -82% | -$9.4M | 5.21% | 7 |
|
|
2022
Q2 | $9.03M | Buy |
273,133
+64,170
| +31% | +$3.03M | 7.59% | 5 |
|
|
2022
Q1 | $12.9M | Sell |
208,963
-208,616
| -50% | -$11M | 8.98% | 3 |
|
|
2021
Q4 | $24.2M | Buy |
417,579
+88,442
| +27% | +$5.62M | 3.69% | 9 |
|
|
2021
Q3 | $25.5M | Buy |
329,137
+102,275
| +45% | +$8.82M | 3.3% | 8 |
|
|
2021
Q2 | $21.3M | Hold |
226,862
| – | – | 1.84% | 18 |
|
|
2021
Q1 | $18.6M | Buy |
226,862
+7,500
| +3% | +$584K | 2.04% | 16 |
|
|
2020
Q4 | $16.5M | Hold |
219,362
| – | – | 1.96% | 16 |
|
|
2020
Q3 | $10.6M | Sell |
219,362
-32,139
| -13% | -$1.43M | 1.58% | 22 |
|
|
2020
Q2 | $8.93M | Buy |
+251,501
| New | +$9.19M | 2.98% | 12 |
|
Other funds holding FOUR
DPCM
DCP
WA
VCM
VPM