Steward Partners Investment Advisory’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.97M Sell
2025
Q1
$2.54M Buy
2024
Q4
$204K Sell
2024
Q3
$183K Sell
2024
Q2
$157K Sell
2024
Q1
$167K Buy
2023
Q4
$114K Sell
2023
Q3
$97K Hold
2023
Q2
$119K Sell
2023
Q1
$138K Buy
2022
Q4
$98K Sell
2022
Q3
$79K Sell
2022
Q2
$70K Sell
2022
Q1
$175K Sell
2021
Q4
$176K Buy
2021
Q3
$185K Buy
2021
Q2
$212K Sell
2021
Q1
$282K Sell
2020
Q4
$264K Buy
2020
Q3
$67K Buy