Allworth Financial’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
Q2 | $269K | Buy |
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|
2025
Q1 | $185K | Sell |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $191K | Buy |
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|
2024
Q2 | $180K | Sell |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $61.5K | Sell |
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|
2023
Q2 | $121K | Sell |
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|
2023
Q1 | $131K | Sell |
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|
2022
Q4 | $125K | Buy |
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|
2022
Q3 | $68K | Sell |
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|
2022
Q2 | $95K | Buy |
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|
2022
Q1 | $202K | Buy |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $143K | Sell |
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|
2021
Q1 | $143K | Buy |
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|
2020
Q4 | $45K | Buy |
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|
2020
Q3 | $16K | Sell |
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|
2020
Q2 | $156K | Sell |
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|
2020
Q1 | $96K | Buy |
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|
2019
Q4 | $112K | Hold |
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|
2019
Q3 | $110K | Hold |
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|
2019
Q2 | $129K | Hold |
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|
2019
Q1 | $134K | Sell |
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|
2018
Q4 | $104K | Sell |
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|
2018
Q3 | $187K | Buy |
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|
2018
Q2 | $113K | Buy |
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|
2018
Q1 | $73K | Buy |
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|
2017
Q4 | $39K | Buy |
|