Bleakley 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
Q1 | – | Sell |
-9,949
| Closed | -$846K | – | 1048 |
|
|
2024
Q4 | $846K | Buy |
9,949
+2,721
| +38% | +$231K | 0.03% | 463 |
|
|
2024
Q3 | $485K | Buy |
7,228
+741
| +11% | +$49.7K | 0.01% | 611 |
|
|
2024
Q2 | $418K | Sell |
6,487
-130
| -2% | -$8.38K | 0.01% | 661 |
|
|
2024
Q1 | $560K | Buy |
6,617
+109
| +2% | +$9.22K | 0.02% | 578 |
|
|
2023
Q4 | $503K | Buy |
6,508
+1,620
| +33% | +$125K | 0.02% | 586 |
|
|
2023
Q3 | $216K | Sell |
4,888
-3,226
| -40% | -$143K | 0.01% | 782 |
|
|
2023
Q2 | $540K | Sell |
8,114
-2,042
| -20% | -$136K | 0.02% | 564 |
|
|
2023
Q1 | $697K | Buy |
10,156
+541
| +6% | +$37.1K | 0.02% | 486 |
|
|
2022
Q4 | $604K | Buy |
+9,615
| New | +$604K | 0.02% | 500 |
|