Summit Securities Group’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-500
| Closed | -$40.9K | – | 1047 |
|
|
2025
Q1 | $40.9K | Buy |
+500
| New | +$40.9K | 0.01% | 241 |
|
|
2024
Q3 | – | Sell |
-500
| Closed | -$37K | – | 559 |
|
|
2024
Q2 | $37K | Sell |
500
-1,000
| -67% | -$74K | 0.01% | 219 |
|
|
2024
Q1 | $99K | Hold |
1,500
| – | – | 0.02% | 100 |
|
|
2023
Q4 | $112K | Buy |
+1,500
| New | +$112K | 0.01% | 163 |
|
|
2022
Q2 | – | Sell |
-34
| Closed | -$2K | – | 792 |
|
|
2022
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 794 |
|