Cetera Investment Advisers’s Block, Inc. XYZ Stock Holding History

Cetera Investment Advisers’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.7M	Buy	83,919 +5,947	+8%	+$404K	0.01%	1108
2025 Q1	$4.24M	Sell	77,972 -10,433	-12%	-$567K	0.01%	1220
2024 Q4	$7.51M	Buy	88,405 +4,630	+6%	+$394K	0.02%	841
2024 Q3	$5.62M	Sell	83,775 -15,641	-16%	-$1.05M	0.01%	950
2024 Q2	$6.41M	Sell	99,416 -5,226	-5%	-$337K	0.01%	866
2024 Q1	$8.85M	Buy	104,642 +69,146	+195%	+$5.85M	0.02%	711
2023 Q4	$2.75M	Buy	35,496 +7,026	+25%	+$543K	0.02%	661
2023 Q3	$1.26M	Sell	28,470 -2,540	-8%	-$112K	0.01%	951
2023 Q2	$2.06M	Sell	31,010 -986	-3%	-$65.6K	0.02%	751
2023 Q1	$2.2M	Buy	31,996 +1,294	+4%	+$88.8K	0.02%	698
2022 Q4	$1.93M	Buy	30,702 +7,708	+34%	+$484K	0.02%	728
2022 Q3	$1.26M	Sell	22,994 -8,940	-28%	-$491K	0.03%	623
2022 Q2	$1.96M	Sell	31,934 -1,535	-5%	-$94.4K	0.03%	538
2022 Q1	$4.54M	Buy	33,469 +5,447	+19%	+$739K	0.07%	302
2021 Q4	$4.53M	Buy	28,022 +2,550	+10%	+$412K	0.06%	301
2021 Q3	$6.11M	Sell	25,472 -2,988	-10%	-$717K	0.1%	232
2021 Q2	$6.94M	Buy	28,460 +5,518	+24%	+$1.35M	0.11%	197
2021 Q1	$5.21M	Sell	22,942 -5,134	-18%	-$1.17M	0.1%	216
2020 Q4	$6.11M	Buy	28,076 +17,585	+168%	+$3.83M	0.12%	181
2020 Q3	$1.71M	Buy	10,491 +3,813	+57%	+$620K	0.14%	173
2020 Q2	$701K	Buy	6,678 +574	+9%	+$60.3K	0.06%	295
2020 Q1	$320K	Sell	6,104 -4,371	-42%	-$229K	0.04%	389
2019 Q4	$660K	Sell	10,475 -950	-8%	-$59.9K	0.07%	285
2019 Q3	$705K	Sell	11,425 -1,456	-11%	-$89.8K	0.09%	245
2019 Q2	$934K	Sell	12,881 -336	-3%	-$24.4K	0.12%	186
2019 Q1	$977K	Buy	13,217 +1,193	+10%	+$88.2K	0.14%	170
2018 Q4	$674K	Buy	12,024 +1,380	+13%	+$77.4K	0.11%	203
2018 Q3	$1.06M	Buy	10,644 +907	+9%	+$90.2K	0.15%	156
2018 Q2	$596K	Buy	9,737 +3,977	+69%	+$243K	0.1%	216
2018 Q1	$286K	Buy	+5,760	New	+$286K	0.05%	312