Albion Financial Group’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.2K Buy
2025
Q2
$13.2K Hold
2025
Q1
$10.6K Buy
2024
Q4
$15.7K Hold
2024
Q3
$12.4K Hold
2024
Q2
$11.9K Hold
2024
Q1
$15.6K Buy
2023
Q4
Sell
2023
Q3
$8.19K Hold
2023
Q2
$12.3K Hold
2023
Q1
$12.7K Hold
2022
Q4
$11.6K Sell
2022
Q3
$14K Hold
2022
Q2
$15K Buy
2022
Q1
$33K Buy
2021
Q4
$37K Hold
2021
Q3
$54K Hold
2021
Q2
$55K Buy
2020
Q4
$40K Buy