Allworth 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 | $269K | Buy |
3,961
+743
| +23% | +$50.5K | ﹤0.01% | 1054 |
|
|
2025
Q1 | $185K | Sell |
3,218
-178
| -5% | -$10.2K | ﹤0.01% | 968 |
|
|
2024
Q4 | $297K | Buy |
3,396
+555
| +20% | +$48.6K | ﹤0.01% | 818 |
|
|
2024
Q3 | $191K | Buy |
2,841
+197
| +7% | +$13.2K | ﹤0.01% | 831 |
|
|
2024
Q2 | $180K | Sell |
2,644
-956
| -27% | -$65.1K | ﹤0.01% | 851 |
|
|
2024
Q1 | $305K | Buy |
3,600
+628
| +21% | +$53.1K | ﹤0.01% | 664 |
|
|
2023
Q4 | $230K | Buy |
2,972
+1,584
| +114% | +$123K | ﹤0.01% | 696 |
|
|
2023
Q3 | $61.5K | Sell |
1,388
-422
| -23% | -$18.7K | ﹤0.01% | 1048 |
|
|
2023
Q2 | $121K | Sell |
1,810
-92
| -5% | -$6.13K | ﹤0.01% | 830 |
|
|
2023
Q1 | $131K | Sell |
1,902
-81
| -4% | -$5.56K | ﹤0.01% | 768 |
|
|
2022
Q4 | $125K | Buy |
1,983
+752
| +61% | +$47.3K | ﹤0.01% | 751 |
|
|
2022
Q3 | $68K | Sell |
1,231
-315
| -20% | -$17.4K | ﹤0.01% | 874 |
|
|
2022
Q2 | $95K | Buy |
1,546
+58
| +4% | +$3.56K | ﹤0.01% | 734 |
|
|
2022
Q1 | $202K | Buy |
1,488
+144
| +11% | +$19.5K | ﹤0.01% | 552 |
|
|
2021
Q4 | $217K | Buy |
1,344
+84
| +7% | +$13.6K | ﹤0.01% | 511 |
|
|
2021
Q3 | $302K | Buy |
1,260
+672
| +114% | +$161K | 0.01% | 401 |
|
|
2021
Q2 | $143K | Sell |
588
-40
| -6% | -$9.73K | ﹤0.01% | 420 |
|
|
2021
Q1 | $143K | Buy |
628
+419
| +200% | +$95.4K | ﹤0.01% | 397 |
|
|
2020
Q4 | $45K | Buy |
209
+109
| +109% | +$23.5K | ﹤0.01% | 502 |
|
|
2020
Q3 | $16K | Sell |
100
-1,383
| -93% | -$221K | ﹤0.01% | 614 |
|
|
2020
Q2 | $156K | Sell |
1,483
-350
| -19% | -$36.8K | ﹤0.01% | 262 |
|
|
2020
Q1 | $96K | Buy |
1,833
+50
| +3% | +$2.62K | ﹤0.01% | 323 |
|
|
2019
Q4 | $112K | Hold |
1,783
| – | – | ﹤0.01% | 262 |
|
|
2019
Q3 | $110K | Hold |
1,783
| – | – | ﹤0.01% | 225 |
|
|
2019
Q2 | $129K | Hold |
1,783
| – | – | 0.01% | 202 |
|
|
2019
Q1 | $134K | Sell |
1,783
-75
| -4% | -$5.64K | 0.01% | 203 |
|
|
2018
Q4 | $104K | Sell |
1,858
-35
| -2% | -$1.96K | 0.01% | 212 |
|
|
2018
Q3 | $187K | Buy |
1,893
+60
| +3% | +$5.93K | 0.01% | 163 |
|
|
2018
Q2 | $113K | Buy |
1,833
+355
| +24% | +$21.9K | 0.01% | 202 |
|
|
2018
Q1 | $73K | Buy |
1,478
+350
| +31% | +$17.3K | 0.01% | 205 |
|
|
2017
Q4 | $39K | Buy |
+1,128
| New | +$39K | ﹤0.01% | 277 |
|