Blue Trust Inc’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 | $54.8K | Buy |
806
+29
| +4% | +$1.97K | ﹤0.01% | 1430 |
|
|
2025
Q1 | $42.2K | Sell |
777
-38
| -5% | -$2.07K | ﹤0.01% | 1442 |
|
|
2024
Q4 | $69.3K | Sell |
815
-5,763
| -88% | -$490K | ﹤0.01% | 1101 |
|
|
2024
Q3 | $424K | Buy |
6,578
+4,411
| +204% | +$284K | 0.01% | 533 |
|
|
2024
Q2 | $183K | Buy |
2,167
+2,074
| +2,230% | +$175K | ﹤0.01% | 746 |
|
|
2024
Q1 | $7.87K | Sell |
93
-808
| -90% | -$68.3K | ﹤0.01% | 1506 |
|
|
2023
Q4 | $40K | Buy |
901
+879
| +3,995% | +$39K | ﹤0.01% | 1012 |
|
|
2023
Q3 | $1K | Sell |
22
-110
| -83% | -$5K | ﹤0.01% | 1986 |
|
|
2023
Q2 | $9K | Sell |
132
-124
| -48% | -$8.46K | ﹤0.01% | 1359 |
|
|
2023
Q1 | $17K | Sell |
256
-220
| -46% | -$14.6K | ﹤0.01% | 1434 |
|
|
2022
Q4 | $26K | Buy |
476
+200
| +72% | +$10.9K | ﹤0.01% | 1204 |
|
|
2022
Q3 | $17K | Sell |
276
-41
| -13% | -$2.53K | ﹤0.01% | 1160 |
|
|
2022
Q2 | $43K | Buy |
+317
| New | +$43K | ﹤0.01% | 732 |
|