Valley National Advisers’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Sell |
125
-300
| -71% | -$28.8K | ﹤0.01% | 526 |
|
|
2025
Q1 | $34K | Buy |
425
+125
| +42% | +$10K | 0.01% | 420 |
|
|
2024
Q4 | $31K | Buy |
+300
| New | +$31K | 0.01% | 402 |
|
|
2022
Q4 | – | Sell |
-35
| Closed | -$2K | – | 893 |
|
|
2022
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 779 |
|
|
2022
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 816 |
|
|
2022
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 792 |
|
|
2021
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 786 |
|