Atomi Financial Group’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
$928K Buy
13,659
+3,313
+32% +$225K 0.04% 358
2025
Q1
$562K Sell
10,346
-948
-8% -$51.5K 0.03% 484
2024
Q4
$960K Buy
11,294
+2,015
+22% +$171K 0.05% 274
2024
Q3
$623K Buy
9,279
+588
+7% +$39.5K 0.04% 378
2024
Q2
$560K Buy
8,691
+557
+7% +$35.9K 0.04% 355
2024
Q1
$688K Buy
8,134
+459
+6% +$38.8K 0.06% 250
2023
Q4
$594K Buy
+7,675
New +$594K 0.08% 230