Raymond James Financial Services Advisors’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.12M | Sell |
12,640
-293
| -2% | -$26K | ﹤0.01% | 2087 |
|
2024
Q2 | $949K | Sell |
12,933
-18,924
| -59% | -$1.39M | ﹤0.01% | 2115 |
|
2024
Q1 | $2.1M | Buy |
31,857
+27,122
| +573% | +$1.79M | ﹤0.01% | 1615 |
|
2023
Q4 | $352K | Buy |
+4,735
| New | +$352K | ﹤0.01% | 2628 |
|
2021
Q4 | – | Sell |
-3,130
| Closed | -$243K | – | 3276 |
|
2021
Q3 | $243K | Buy |
3,130
+411
| +15% | +$31.9K | ﹤0.01% | 2833 |
|
2021
Q2 | $255K | Sell |
2,719
-381
| -12% | -$35.7K | ﹤0.01% | 2830 |
|
2021
Q1 | $254K | Buy |
3,100
+382
| +14% | +$31.3K | ﹤0.01% | 2737 |
|
2020
Q4 | $205K | Buy |
+2,718
| New | +$205K | ﹤0.01% | 2697 |
|