Steward Partners Investment Advisory’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
19,898
-11,212
| -36% | -$1.11M | 0.02% | 727 |
|
|
2025
Q1 | $2.54M | Buy |
31,110
+29,143
| +1,482% | +$2.38M | 0.02% | 583 |
|
|
2024
Q4 | $204K | Sell |
1,967
-100
| -5% | -$10.4K | ﹤0.01% | 1600 |
|
|
2024
Q3 | $183K | Sell |
2,067
-73
| -3% | -$6.47K | ﹤0.01% | 1575 |
|
|
2024
Q2 | $157K | Sell |
2,140
-387
| -15% | -$28.4K | ﹤0.01% | 1560 |
|
|
2024
Q1 | $167K | Buy |
2,527
+1,000
| +65% | +$66.1K | ﹤0.01% | 1518 |
|
|
2023
Q4 | $114K | Sell |
1,527
-225
| -13% | -$16.7K | ﹤0.01% | 1625 |
|
|
2023
Q3 | $97K | Hold |
1,752
| – | – | ﹤0.01% | 1582 |
|
|
2023
Q2 | $119K | Sell |
1,752
-70
| -4% | -$4.75K | ﹤0.01% | 1502 |
|
|
2023
Q1 | $138K | Buy |
1,822
+70
| +4% | +$5.31K | ﹤0.01% | 1441 |
|
|
2022
Q4 | $98K | Sell |
1,752
-10
| -0.6% | -$559 | ﹤0.01% | 1561 |
|
|
2022
Q3 | $79K | Sell |
1,762
-355
| -17% | -$15.9K | ﹤0.01% | 1586 |
|
|
2022
Q2 | $70K | Sell |
2,117
-716
| -25% | -$23.7K | ﹤0.01% | 1639 |
|
|
2022
Q1 | $175K | Sell |
2,833
-205
| -7% | -$12.7K | ﹤0.01% | 1352 |
|
|
2021
Q4 | $176K | Buy |
3,038
+650
| +27% | +$37.7K | ﹤0.01% | 1364 |
|
|
2021
Q3 | $185K | Buy |
2,388
+128
| +6% | +$9.92K | ﹤0.01% | 1301 |
|
|
2021
Q2 | $212K | Sell |
2,260
-1,175
| -34% | -$110K | ﹤0.01% | 1492 |
|
|
2021
Q1 | $282K | Sell |
3,435
-70
| -2% | -$5.74K | 0.01% | 1123 |
|
|
2020
Q4 | $264K | Buy |
3,505
+2,130
| +155% | +$160K | 0.01% | 962 |
|
|
2020
Q3 | $67K | Buy |
+1,375
| New | +$67K | ﹤0.01% | 1376 |
|