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 |
|