Steward Partners Investment Advisory’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.5K | Buy |
3,862
+1,001
| +35% | +$10.7K | ﹤0.01% | 3006 |
|
|
2025
Q4 | $38.6K | Sell |
2,861
-827
| -22% | -$13.2K | ﹤0.01% | 2806 |
|
|
2025
Q3 | $64K | Sell |
3,688
-2,032
| -36% | -$42.4K | ﹤0.01% | 2482 |
|
|
2025
Q2 | $141K | Sell |
5,720
-1,645
| -22% | -$37.6K | ﹤0.01% | 1923 |
|
|
2025
Q1 | $155K | Sell |
7,365
-13,608
| -65% | -$386K | ﹤0.01% | 1769 |
|
|
2024
Q4 | $722K | Buy |
20,973
+17,424
| +491% | +$541K | 0.01% | 998 |
|
|
2024
Q3 | $86K | Buy |
3,549
+642
| +22% | +$16.3K | ﹤0.01% | 1956 |
|
|
2024
Q2 | $84.2K | Sell |
2,907
-800
| -22% | -$20.5K | ﹤0.01% | 1864 |
|
|
2024
Q1 | $100K | Buy |
3,707
+1,406
| +61% | +$39.5K | ﹤0.01% | 1762 |
|
|
2023
Q4 | $66.1K | Buy |
2,301
+358
| +18% | +$9.85K | ﹤0.01% | 1857 |
|
|
2023
Q3 | $49.6K | Sell |
1,943
-492
| -20% | -$16.4K | ﹤0.01% | 1914 |
|
|
2023
Q2 | $88.7K | Sell |
2,435
-1,447
| -37% | -$40.8K | ﹤0.01% | 1636 |
|
|
2023
Q1 | $130K | Sell |
3,882
-9,383
| -71% | -$192K | ﹤0.01% | 1476 |
|
|
2022
Q4 | $148K | Buy |
13,265
+4,208
| +46% | +$52.7K | ﹤0.01% | 1379 |
|
|
2022
Q3 | $113K | Buy |
9,057
+7,518
| +488% | +$135K | ﹤0.01% | 1443 |
|
|
2022
Q2 | $28K | Sell |
1,539
-250
| -14% | -$4.59K | ﹤0.01% | 2072 |
|
|
2022
Q1 | $41K | Hold |
1,789
| – | – | ﹤0.01% | 2009 |
|
|
2021
Q4 | $56K | Sell |
1,789
-1,841
| -51% | -$74.6K | ﹤0.01% | 1850 |
|
|
2021
Q3 | $168K | Buy |
3,630
+924
| +34% | +$47K | ﹤0.01% | 1336 |
|
|
2021
Q2 | $169K | Sell |
2,706
-137
| -5% | -$8.51K | ﹤0.01% | 1665 |
|
|
2021
Q1 | $187K | Buy |
2,843
+2,647
| +1,351% | +$308K | ﹤0.01% | 1336 |
|
|
2020
Q4 | $27K | Buy |
+196
| New | +$26.3K | ﹤0.01% | 1944 |
|
Other funds holding AI
VPM
VCM
