Sheaff Brock 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
-6,940
Closed -$615K 459
2024
Q3
$615K Buy
6,940
+1,300
+23% +$115K 0.05% 233
2024
Q2
$414K Buy
+5,640
New +$414K 0.04% 272