BFSG LLC’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 | $3.4K | Hold |
50
| – | – | ﹤0.01% | 586 |
|
|
2025
Q1 | $2.72K | Hold |
50
| – | – | ﹤0.01% | 588 |
|
|
2024
Q4 | $4.25K | Hold |
50
| – | – | ﹤0.01% | 570 |
|
|
2024
Q3 | $3.36K | Hold |
50
| – | – | ﹤0.01% | 565 |
|
|
2024
Q2 | $3.23K | Hold |
50
| – | – | ﹤0.01% | 547 |
|
|
2024
Q1 | $4.23K | Hold |
50
| – | – | ﹤0.01% | 552 |
|
|
2023
Q4 | $3.87K | Buy |
+50
| New | +$3.87K | ﹤0.01% | 514 |
|
|
2021
Q2 | – | Sell |
-4,066
| Closed | -$923K | – | 217 |
|
|
2021
Q1 | $923K | Buy |
4,066
+4
| +0.1% | +$908 | 0.15% | 132 |
|
|
2020
Q4 | $884K | Buy |
+4,062
| New | +$884K | 0.15% | 125 |
|