Advisornet Financial’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.6K | Buy |
672
+254
| +61% | +$17.3K | ﹤0.01% | 1016 |
|
|
2025
Q1 | $22.7K | Buy |
418
+132
| +46% | +$7.17K | ﹤0.01% | 1137 |
|
|
2024
Q4 | $24.3K | Sell |
286
-35
| -11% | -$2.98K | ﹤0.01% | 1061 |
|
|
2024
Q3 | $21.5K | Sell |
321
-785
| -71% | -$52.7K | ﹤0.01% | 1163 |
|
|
2024
Q2 | $71.3K | Sell |
1,106
-1,621
| -59% | -$105K | 0.01% | 715 |
|
|
2024
Q1 | $231K | Buy |
2,727
+444
| +19% | +$37.6K | 0.02% | 442 |
|
|
2023
Q4 | $177K | Sell |
2,283
-601
| -21% | -$46.5K | 0.02% | 496 |
|
|
2023
Q3 | $128K | Sell |
2,884
-36
| -1% | -$1.59K | 0.01% | 551 |
|
|
2023
Q2 | $194K | Sell |
2,920
-285
| -9% | -$19K | 0.02% | 479 |
|
|
2023
Q1 | $220K | Sell |
3,205
-212
| -6% | -$14.6K | 0.02% | 448 |
|
|
2022
Q4 | $215K | Sell |
3,417
-9,284
| -73% | -$583K | 0.02% | 458 |
|
|
2022
Q3 | $698K | Buy |
12,701
+316
| +3% | +$17.4K | 0.07% | 267 |
|
|
2022
Q2 | $761K | Buy |
12,385
+3,759
| +44% | +$231K | 0.07% | 249 |
|
|
2022
Q1 | $1.17M | Sell |
8,626
-11
| -0.1% | -$1.49K | 0.07% | 224 |
|
|
2021
Q4 | $1.4M | Buy |
8,637
+156
| +2% | +$25.2K | 0.09% | 203 |
|
|
2021
Q3 | $2.03M | Buy |
8,481
+196
| +2% | +$47K | 0.14% | 140 |
|
|
2021
Q2 | $2.02M | Sell |
8,285
-864
| -9% | -$211K | 0.13% | 149 |
|
|
2021
Q1 | $2.08M | Buy |
9,149
+771
| +9% | +$175K | 0.15% | 151 |
|
|
2020
Q4 | $1.82M | Sell |
8,378
-771
| -8% | -$168K | 0.15% | 146 |
|
|
2020
Q3 | $1.49M | Sell |
9,149
-1,949
| -18% | -$317K | 0.13% | 167 |
|
|
2020
Q2 | $1.17M | Sell |
11,098
-1,319
| -11% | -$138K | 0.09% | 193 |
|
|
2020
Q1 | $650K | Buy |
12,417
+825
| +7% | +$43.2K | 0.06% | 254 |
|
|
2019
Q4 | $725K | Sell |
11,592
-2,571
| -18% | -$161K | 0.06% | 268 |
|
|
2019
Q3 | $877K | Buy |
14,163
+4,825
| +52% | +$299K | 0.08% | 233 |
|
|
2019
Q2 | $677K | Buy |
9,338
+140
| +2% | +$10.2K | 0.07% | 261 |
|
|
2019
Q1 | $689K | Buy |
9,198
+63
| +0.7% | +$4.72K | 0.08% | 230 |
|
|
2018
Q4 | $512K | Sell |
9,135
-200
| -2% | -$11.2K | 0.07% | 245 |
|
|
2018
Q3 | $924K | Sell |
9,335
-1,700
| -15% | -$168K | 0.12% | 168 |
|
|
2018
Q2 | $680K | Sell |
11,035
-240
| -2% | -$14.8K | 0.09% | 191 |
|
|
2018
Q1 | $555K | Sell |
11,275
-360
| -3% | -$17.7K | 0.08% | 211 |
|
|
2017
Q4 | $403K | Buy |
+11,635
| New | +$403K | 0.06% | 232 |
|