Sequoia Financial Advisors’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,459
Closed -$255K 1384
2024
Q4
$255K Buy
+2,459
New +$255K ﹤0.01% 1088
2024
Q3
Sell
-4,234
Closed -$311K 1297
2024
Q2
$311K Buy
+4,234
New +$311K ﹤0.01% 873
2024
Q1
Sell
-9,214
Closed -$685K 1198
2023
Q4
$685K Buy
+9,214
New +$685K 0.01% 643