Bleakley Financial Group’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$653K Buy
2025
Q1
Sell
2024
Q4
$846K Buy
2024
Q3
$485K Buy
2024
Q2
$418K Sell
2024
Q1
$560K Buy
2023
Q4
$503K Buy
2023
Q3
$216K Sell
2023
Q2
$540K Sell
2023
Q1
$697K Buy
2022
Q4
$604K Buy