Resurgent Financial Advisors’s C3.ai AI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,413
Closed -$40.6K 201
2023
Q4
$40.6K Sell
1,413
-291
-17% -$8.36K 0.02% 372
2023
Q3
$43.5K Buy
1,704
+600
+54% +$15.3K 0.03% 346
2023
Q2
$40.2K Buy
+1,104
New +$40.2K 0.03% 362