Aviance Capital Partners’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 | $2.17M | Buy |
31,964
+3,217
| +11% | +$219K | 0.28% | 82 |
|
|
2025
Q1 | $1.56M | Buy |
28,747
+7,743
| +37% | +$421K | 0.22% | 106 |
|
|
2024
Q4 | $1.79M | Buy |
21,004
+927
| +5% | +$78.8K | 0.25% | 92 |
|
|
2024
Q3 | $1.35M | Buy |
20,077
+4,504
| +29% | +$302K | 0.18% | 133 |
|
|
2024
Q2 | $1M | Buy |
15,573
+5,515
| +55% | +$356K | 0.14% | 142 |
|
|
2024
Q1 | $851K | Sell |
10,058
-965
| -9% | -$81.6K | 0.13% | 165 |
|
|
2023
Q4 | $853K | Buy |
11,023
+220
| +2% | +$17K | 0.18% | 130 |
|
|
2023
Q3 | $478K | Sell |
10,803
-125
| -1% | -$5.53K | 0.11% | 171 |
|
|
2023
Q2 | $727K | Sell |
10,928
-3,912
| -26% | -$260K | 0.15% | 155 |
|
|
2023
Q1 | $1.02M | Hold |
14,840
| – | – | 0.23% | 123 |
|
|
2022
Q4 | $933K | Sell |
14,840
-11,050
| -43% | -$694K | 0.22% | 130 |
|
|
2022
Q3 | $1.42M | Hold |
25,890
| – | – | 0.35% | 81 |
|
|
2022
Q2 | $1.59M | Buy |
25,890
+727
| +3% | +$44.7K | 0.35% | 81 |
|
|
2022
Q1 | $3.41M | Sell |
25,163
-16,000
| -39% | -$2.17M | 0.63% | 41 |
|
|
2021
Q4 | $6.65M | Sell |
41,163
-3,100
| -7% | -$501K | 1.11% | 22 |
|
|
2021
Q3 | $10.6M | Hold |
44,263
| – | – | 1.88% | 7 |
|
|
2021
Q2 | $10.8M | Buy |
44,263
+2,875
| +7% | +$701K | 1.89% | 8 |
|
|
2021
Q1 | $9.4M | Buy |
41,388
+7,300
| +21% | +$1.66M | 1.81% | 7 |
|
|
2020
Q4 | $7.42M | Buy |
34,088
+4,588
| +16% | +$999K | 1.5% | 9 |
|
|
2020
Q3 | $4.8M | Buy |
29,500
+13,500
| +84% | +$2.19M | 1.08% | 16 |
|
|
2020
Q2 | $1.68M | Buy |
16,000
+6,000
| +60% | +$630K | 0.41% | 59 |
|
|
2020
Q1 | $524K | Hold |
10,000
| – | – | 0.17% | 140 |
|
|
2019
Q4 | $626K | Hold |
10,000
| – | – | 0.16% | 143 |
|
|
2019
Q3 | $620K | Hold |
10,000
| – | – | 0.18% | 136 |
|
|
2019
Q2 | $725K | Hold |
10,000
| – | – | 0.2% | 138 |
|
|
2019
Q1 | $749K | Hold |
10,000
| – | – | 0.21% | 132 |
|
|
2018
Q4 | $560K | Hold |
10,000
| – | – | 0.2% | 135 |
|
|
2018
Q3 | $990K | Hold |
10,000
| – | – | 0.24% | 110 |
|
|
2018
Q2 | $616K | Hold |
10,000
| – | – | 0.18% | 149 |
|
|
2018
Q1 | $492K | Hold |
10,000
| – | – | 0.15% | 161 |
|
|
2017
Q4 | $347K | Hold |
10,000
| – | – | 0.11% | 186 |
|
|
2017
Q3 | $288K | Hold |
10,000
| – | – | 0.1% | 184 |
|
|
2017
Q2 | $235K | Hold |
10,000
| – | – | 0.08% | 195 |
|
|
2017
Q1 | $173K | Hold |
10,000
| – | – | 0.06% | 196 |
|
|
2016
Q4 | $136K | Sell |
10,000
-194
| -2% | -$2.64K | 0.05% | 202 |
|
|
2016
Q3 | $119K | Buy |
+10,194
| New | +$119K | 0.04% | 203 |
|