SeaCrest Wealth Management’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
+13,365
| New | +$328K | 0.04% | 433 |
|
|
2025
Q1 | – | Sell |
-8,424
| Closed | -$290K | – | 658 |
|
|
2024
Q4 | $290K | Sell |
8,424
-150
| -2% | -$5.17K | 0.03% | 501 |
|
|
2024
Q3 | $208K | Sell |
8,574
-96
| -1% | -$2.33K | 0.02% | 604 |
|
|
2024
Q2 | $251K | Sell |
8,670
-350
| -4% | -$10.1K | 0.03% | 515 |
|
|
2024
Q1 | $244K | Sell |
9,020
-1,442
| -14% | -$39K | 0.03% | 509 |
|
|
2023
Q4 | $285K | Sell |
10,462
-1,962
| -16% | -$53.5K | 0.04% | 471 |
|
|
2023
Q3 | $317K | Buy |
+12,424
| New | +$317K | 0.04% | 438 |
|