Regal Investment Advisors’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,044
| Closed | -$713K | – | 481 |
|
|
2024
Q3 | $713K | Sell |
8,044
-8,805
| -52% | -$780K | 0.05% | 290 |
|
|
2024
Q2 | $1.24M | Buy |
+16,849
| New | +$1.24M | 0.08% | 226 |
|
|
2023
Q4 | – | Sell |
-17,634
| Closed | -$976K | – | 554 |
|
|
2023
Q3 | $976K | Buy |
+17,634
| New | +$976K | 0.08% | 210 |
|
|
2023
Q1 | – | Sell |
-5,265
| Closed | -$294K | – | 527 |
|
|
2022
Q4 | $294K | Buy |
5,265
+247
| +5% | +$13.8K | 0.03% | 381 |
|
|
2022
Q3 | $224K | Buy |
+5,018
| New | +$224K | 0.02% | 423 |
|
|
2022
Q2 | – | Sell |
-4,658
| Closed | -$288K | – | 514 |
|
|
2022
Q1 | $288K | Sell |
4,658
-318
| -6% | -$19.7K | 0.03% | 415 |
|
|
2021
Q4 | $288K | Sell |
4,976
-330
| -6% | -$19.1K | 0.03% | 436 |
|
|
2021
Q3 | $411K | Buy |
5,306
+1,080
| +26% | +$83.7K | 0.04% | 358 |
|
|
2021
Q2 | $396K | Buy |
+4,226
| New | +$396K | 0.04% | 364 |
|