Sigma Planning Corp’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1241 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1192 |
|
|
2024
Q4 | – | Sell |
-8,346
| Closed | -$202K | – | 1161 |
|
|
2024
Q3 | $202K | Sell |
8,346
-3,830
| -31% | -$92.8K | 0.01% | 1138 |
|
|
2024
Q2 | $353K | Sell |
12,176
-1,730
| -12% | -$50.1K | 0.01% | 855 |
|
|
2024
Q1 | $376K | Buy |
13,906
+1,078
| +8% | +$29.2K | 0.01% | 876 |
|
|
2023
Q4 | $368K | Sell |
12,828
-28,593
| -69% | -$821K | 0.03% | 565 |
|
|
2023
Q3 | $1.06M | Sell |
41,421
-28,335
| -41% | -$723K | 0.04% | 439 |
|
|
2023
Q2 | $2.54M | Sell |
69,756
-188
| -0.3% | -$6.85K | 0.09% | 239 |
|
|
2023
Q1 | $2.35M | Buy |
+69,944
| New | +$2.35M | 0.08% | 259 |
|