Capital Analysts LLC’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40K | Sell |
669
-39
| -6% | -$2.37K | ﹤0.01% | 989 |
|
|
2025
Q4 | $46K | Hold |
708
| – | – | ﹤0.01% | 937 |
|
|
2025
Q3 | $51K | Sell |
708
-5
| -0.7% | -$374 | ﹤0.01% | 878 |
|
|
2025
Q2 | $48K | Hold |
713
| – | – | ﹤0.01% | 820 |
|
|
2025
Q1 | $39K | Hold |
713
| – | – | ﹤0.01% | 850 |
|
|
2024
Q4 | $61K | Hold |
713
| – | – | ﹤0.01% | 714 |
|
|
2024
Q3 | $48K | Buy |
713
+487
| +215% | +$31.5K | ﹤0.01% | 733 |
|
|
2024
Q2 | $15K | Hold |
226
| – | – | ﹤0.01% | 905 |
|
|
2024
Q1 | $19K | Hold |
226
| – | – | ﹤0.01% | 837 |
|
|
2023
Q4 | $17K | Hold |
226
| – | – | ﹤0.01% | 837 |
|
|
2023
Q3 | $10K | Hold |
226
| – | – | ﹤0.01% | 889 |
|
|
2023
Q2 | $15K | Hold |
226
| – | – | ﹤0.01% | 775 |
|
|
2023
Q1 | $16K | Hold |
226
| – | – | ﹤0.01% | 760 |
|
|
2022
Q4 | $14K | Hold |
226
| – | – | ﹤0.01% | 817 |
|
|
2022
Q3 | $12K | Hold |
226
| – | – | ﹤0.01% | 782 |
|
|
2022
Q2 | $14K | Hold |
226
| – | – | ﹤0.01% | 756 |
|
|
2022
Q1 | $31K | Hold |
226
| – | – | ﹤0.01% | 620 |
|
|
2021
Q4 | $37K | Hold |
226
| – | – | ﹤0.01% | 609 |
|
|
2021
Q3 | $54K | Buy |
226
+26
| +13% | +$6.68K | ﹤0.01% | 564 |
|
|
2021
Q2 | $49K | Sell |
200
-225
| -53% | -$52.2K | ﹤0.01% | 565 |
|
|
2021
Q1 | $96K | Buy |
425
+125
| +42% | +$29.2K | 0.01% | 467 |
|
|
2020
Q4 | $65K | Buy |
300
+100
| +50% | +$19.5K | 0.01% | 383 |
|
|
2020
Q3 | $33K | Hold |
200
| – | – | ﹤0.01% | 462 |
|
|
2020
Q2 | $21K | Buy |
+200
| New | +$15.3K | ﹤0.01% | 469 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$17K | – | 692 |
|
|
2018
Q4 | $17K | Hold |
300
| – | – | ﹤0.01% | 420 |
|
|
2018
Q3 | $30K | Buy |
+300
| New | +$23.1K | ﹤0.01% | 367 |
|
Other funds holding XYZ
VCM
VPM
