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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $38.6K | Sell |
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|
2025
Q3 | $64K | Sell |
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|
2025
Q2 | $141K | Sell |
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|
2025
Q1 | $155K | Sell |
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|
2024
Q4 | $722K | Buy |
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|
2024
Q3 | $86K | Buy |
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|
2024
Q2 | $84.2K | Sell |
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|
2024
Q1 | $100K | Buy |
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|
2023
Q4 | $66.1K | Buy |
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|
2023
Q3 | $49.6K | Sell |
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|
2023
Q2 | $88.7K | Sell |
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|
2023
Q1 | $130K | Sell |
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|
2022
Q4 | $148K | Buy |
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|
2022
Q3 | $113K | Buy |
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|
2022
Q2 | $28K | Sell |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $56K | Sell |
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|
2021
Q3 | $168K | Buy |
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|
2021
Q2 | $169K | Sell |
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|
2021
Q1 | $187K | Buy |
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|
2020
Q4 | $27K | Buy |
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