Ancora Advisors’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 | $30.2K | Buy |
445
+400
| +889% | +$27.2K | ﹤0.01% | 1116 |
|
|
2025
Q1 | $2.45K | Sell |
45
-995
| -96% | -$54.1K | ﹤0.01% | 1484 |
|
|
2024
Q4 | $88.4K | Buy |
1,040
+15
| +1% | +$1.28K | ﹤0.01% | 858 |
|
|
2024
Q3 | $68.8K | Hold |
1,025
| – | – | ﹤0.01% | 897 |
|
|
2024
Q2 | $66.1K | Buy |
1,025
+400
| +64% | +$25.8K | ﹤0.01% | 869 |
|
|
2024
Q1 | $52.9K | Sell |
625
-50
| -7% | -$4.23K | ﹤0.01% | 920 |
|
|
2023
Q4 | $52.2K | Sell |
675
-225
| -25% | -$17.4K | ﹤0.01% | 904 |
|
|
2023
Q3 | $39.8K | Hold |
900
| – | – | ﹤0.01% | 942 |
|
|
2023
Q2 | $59.9K | Hold |
900
| – | – | ﹤0.01% | 843 |
|
|
2023
Q1 | $61.8K | Sell |
900
-2,146
| -70% | -$147K | ﹤0.01% | 839 |
|
|
2022
Q4 | $191K | Sell |
3,046
-1,408
| -32% | -$88.3K | 0.01% | 661 |
|
|
2022
Q3 | $245K | Sell |
4,454
-169
| -4% | -$9.3K | 0.01% | 651 |
|
|
2022
Q2 | $284K | Hold |
4,623
| – | – | 0.01% | 642 |
|
|
2022
Q1 | $627K | Hold |
4,623
| – | – | 0.02% | 477 |
|
|
2021
Q4 | $746K | Sell |
4,623
-44
| -0.9% | -$7.1K | 0.02% | 448 |
|
|
2021
Q3 | $1.12M | Buy |
4,667
+9
| +0.2% | +$2.16K | 0.03% | 363 |
|
|
2021
Q2 | $1.14M | Hold |
4,658
| – | – | 0.03% | 370 |
|
|
2021
Q1 | $1.06M | Buy |
4,658
+125
| +3% | +$28.4K | 0.03% | 368 |
|
|
2020
Q4 | $987K | Sell |
4,533
-41
| -0.9% | -$8.93K | 0.03% | 348 |
|
|
2020
Q3 | $743K | Buy |
4,574
+64
| +1% | +$10.4K | 0.03% | 360 |
|
|
2020
Q2 | $473K | Sell |
4,510
-9,610
| -68% | -$1.01M | 0.02% | 419 |
|
|
2020
Q1 | $740K | Buy |
14,120
+3,663
| +35% | +$192K | 0.03% | 359 |
|
|
2019
Q4 | $654K | Buy |
10,457
+814
| +8% | +$50.9K | 0.02% | 453 |
|
|
2019
Q3 | $597K | Buy |
9,643
+2,318
| +32% | +$144K | 0.03% | 423 |
|
|
2019
Q2 | $531K | Hold |
7,325
| – | – | 0.02% | 414 |
|
|
2019
Q1 | $549K | Hold |
7,325
| – | – | 0.02% | 410 |
|
|
2018
Q4 | $410K | Buy |
7,325
+600
| +9% | +$33.6K | 0.02% | 449 |
|
|
2018
Q3 | $666K | Hold |
6,725
| – | – | 0.03% | 422 |
|
|
2018
Q2 | $414K | Sell |
6,725
-4,500
| -40% | -$277K | 0.02% | 517 |
|
|
2018
Q1 | $552K | Buy |
11,225
+1,325
| +13% | +$65.2K | 0.02% | 448 |
|
|
2017
Q4 | $343K | Buy |
+9,900
| New | +$343K | 0.02% | 503 |
|
|
2017
Q2 | – | Sell |
-12,000
| Closed | -$207K | – | 645 |
|
|
2017
Q1 | $207K | Hold |
12,000
| – | – | 0.01% | 575 |
|
|
2016
Q4 | $164K | Buy |
+12,000
| New | +$164K | 0.01% | 586 |
|