B. Riley Wealth 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 | $348K | Buy |
+5,119
| New | +$348K | 0.02% | 636 |
|
|
2024
Q4 | $914K | Buy |
10,755
+361
| +3% | +$30.7K | 0.03% | 475 |
|
|
2024
Q3 | $690K | Sell |
10,394
-2,338
| -18% | -$155K | 0.02% | 616 |
|
|
2024
Q2 | $821K | Sell |
12,732
-1,095
| -8% | -$70.6K | 0.02% | 605 |
|
|
2024
Q1 | $612K | Buy |
13,827
+1,132
| +9% | +$50.1K | 0.02% | 699 |
|
|
2023
Q4 | $982K | Sell |
12,695
-1,132
| -8% | -$87.6K | 0.03% | 533 |
|
|
2023
Q3 | $612K | Sell |
13,827
-1,520
| -10% | -$67.3K | 0.02% | 699 |
|
|
2023
Q2 | $1.02M | Sell |
15,347
-787
| -5% | -$52.4K | 0.02% | 557 |
|
|
2023
Q1 | $1.11M | Sell |
16,134
-1,545
| -9% | -$106K | 0.03% | 516 |
|
|
2022
Q4 | $1.11M | Sell |
17,679
-3,253
| -16% | -$204K | 0.03% | 498 |
|
|
2022
Q3 | $1.15M | Sell |
20,932
-8,095
| -28% | -$446K | 0.03% | 463 |
|
|
2022
Q2 | $1.79M | Sell |
29,027
-8,321
| -22% | -$512K | 0.08% | 273 |
|
|
2022
Q1 | $5.07M | Buy |
37,348
+5,635
| +18% | +$764K | 0.17% | 132 |
|
|
2021
Q4 | $5.12M | Sell |
31,713
-6,090
| -16% | -$984K | 0.15% | 148 |
|
|
2021
Q3 | $9.07M | Buy |
37,803
+4,386
| +13% | +$1.05M | 0.29% | 72 |
|
|
2021
Q2 | $8.14M | Buy |
33,417
+898
| +3% | +$219K | 0.26% | 79 |
|
|
2021
Q1 | $7.38M | Buy |
32,519
+5,132
| +19% | +$1.16M | 0.26% | 84 |
|
|
2020
Q4 | $5.96M | Buy |
27,387
+2,492
| +10% | +$542K | 0.32% | 72 |
|
|
2020
Q3 | $3.97M | Sell |
24,895
-3,538
| -12% | -$563K | 0.21% | 110 |
|
|
2020
Q2 | $2.99M | Sell |
28,433
-2,720
| -9% | -$286K | 0.2% | 122 |
|
|
2020
Q1 | $1.63M | Sell |
31,153
-2,100
| -6% | -$110K | 0.14% | 156 |
|
|
2019
Q4 | $2.08M | Sell |
33,253
-95
| -0.3% | -$5.95K | 0.18% | 131 |
|
|
2019
Q3 | $2.07M | Buy |
33,348
+249
| +0.8% | +$15.4K | 0.2% | 108 |
|
|
2019
Q2 | $2.4M | Sell |
33,099
-994
| -3% | -$72.1K | 0.26% | 85 |
|
|
2019
Q1 | $2.56M | Buy |
34,093
+6,551
| +24% | +$491K | 0.32% | 67 |
|
|
2018
Q4 | $1.55M | Buy |
27,542
+4,722
| +21% | +$265K | 0.22% | 107 |
|
|
2018
Q3 | $2.26M | Sell |
22,820
-4,639
| -17% | -$460K | 0.27% | 79 |
|
|
2018
Q2 | $1.69M | Sell |
27,459
-1,246
| -4% | -$76.8K | 0.22% | 106 |
|
|
2018
Q1 | $1.41M | Buy |
28,705
+11,253
| +64% | +$554K | 0.2% | 123 |
|
|
2017
Q4 | $606K | Buy |
17,452
+3,498
| +25% | +$121K | 0.08% | 265 |
|
|
2017
Q3 | $403K | Buy |
13,954
+1,510
| +12% | +$43.6K | 0.07% | 309 |
|
|
2017
Q2 | $292K | Buy |
12,444
+2,209
| +22% | +$51.8K | 0.05% | 370 |
|
|
2017
Q1 | $177K | Buy |
+10,235
| New | +$177K | 0.04% | 465 |
|