Sunbelt Securities’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75K | Sell |
109
-199
| -65% | -$6.85K | ﹤0.01% | 1503 |
|
|
2025
Q1 | $6.48K | Buy |
308
+199
| +183% | +$4.19K | ﹤0.01% | 1359 |
|
|
2024
Q4 | $3.85K | Hold |
109
| – | – | ﹤0.01% | 1501 |
|
|
2024
Q3 | $2.64K | Buy |
109
+32
| +42% | +$775 | ﹤0.01% | 1564 |
|
|
2024
Q2 | $2.23K | Hold |
77
| – | – | ﹤0.01% | 1538 |
|
|
2024
Q1 | $2.08K | Buy |
77
+27
| +54% | +$731 | ﹤0.01% | 1516 |
|
|
2023
Q4 | $1.44K | Sell |
50
-450
| -90% | -$12.9K | ﹤0.01% | 1504 |
|
|
2023
Q3 | $12.8K | Hold |
500
| – | – | ﹤0.01% | 1099 |
|
|
2023
Q2 | $18.2K | Sell |
500
-800
| -62% | -$29.1K | ﹤0.01% | 1046 |
|
|
2023
Q1 | $35.9K | Buy |
+1,300
| New | +$35.9K | 0.01% | 809 |
|
|
2021
Q2 | – | Sell |
-4,359
| Closed | -$287K | – | 440 |
|
|
2021
Q1 | $287K | Buy |
+4,359
| New | +$287K | 0.06% | 341 |
|