Cetera Investment Advisers’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 | $6.08M | Buy |
101,000
+9,332
| +10% | +$567K | 0.01% | 1370 |
|
|
2025
Q4 | $5.97M | Sell |
91,668
-12,094
| -12% | -$834K | 0.01% | 1337 |
|
|
2025
Q3 | $7.5M | Buy |
103,762
+19,843
| +24% | +$1.49M | 0.01% | 1158 |
|
|
2025
Q2 | $5.7M | Buy |
83,919
+5,947
| +8% | +$346K | 0.01% | 1108 |
|
|
2025
Q1 | $4.24M | Sell |
77,972
-10,433
| -12% | -$779K | 0.01% | 1220 |
|
|
2024
Q4 | $7.51M | Buy |
88,405
+4,630
| +6% | +$380K | 0.02% | 841 |
|
|
2024
Q3 | $5.62M | Sell |
83,775
-15,641
| -16% | -$1.01M | 0.01% | 950 |
|
|
2024
Q2 | $6.41M | Sell |
99,416
-5,226
| -5% | -$366K | 0.01% | 866 |
|
|
2024
Q1 | $8.85M | Buy |
104,642
+69,146
| +195% | +$5M | 0.02% | 711 |
|
|
2023
Q4 | $2.75M | Buy |
35,496
+7,026
| +25% | +$397K | 0.02% | 661 |
|
|
2023
Q3 | $1.26M | Sell |
28,470
-2,540
| -8% | -$157K | 0.01% | 951 |
|
|
2023
Q2 | $2.06M | Sell |
31,010
-986
| -3% | -$61.6K | 0.02% | 751 |
|
|
2023
Q1 | $2.2M | Buy |
31,996
+1,294
| +4% | +$96.9K | 0.02% | 698 |
|
|
2022
Q4 | $1.93M | Buy |
30,702
+7,708
| +34% | +$476K | 0.02% | 728 |
|
|
2022
Q3 | $1.26M | Sell |
22,994
-8,940
| -28% | -$633K | 0.03% | 623 |
|
|
2022
Q2 | $1.96M | Sell |
31,934
-1,535
| -5% | -$140K | 0.03% | 538 |
|
|
2022
Q1 | $4.54M | Buy |
33,469
+5,447
| +19% | +$659K | 0.07% | 302 |
|
|
2021
Q4 | $4.53M | Buy |
28,022
+2,550
| +10% | +$553K | 0.06% | 301 |
|
|
2021
Q3 | $6.11M | Sell |
25,472
-2,988
| -10% | -$768K | 0.1% | 232 |
|
|
2021
Q2 | $6.94M | Buy |
28,460
+5,518
| +24% | +$1.28M | 0.11% | 197 |
|
|
2021
Q1 | $5.21M | Sell |
22,942
-5,134
| -18% | -$1.2M | 0.1% | 216 |
|
|
2020
Q4 | $6.11M | Buy |
28,076
+17,585
| +168% | +$3.43M | 0.12% | 181 |
|
|
2020
Q3 | $1.71M | Buy |
10,491
+3,813
| +57% | +$538K | 0.14% | 173 |
|
|
2020
Q2 | $701K | Buy |
6,678
+574
| +9% | +$43.9K | 0.06% | 295 |
|
|
2020
Q1 | $320K | Sell |
6,104
-4,371
| -42% | -$299K | 0.04% | 389 |
|
|
2019
Q4 | $660K | Sell |
10,475
-950
| -8% | -$60.7K | 0.07% | 285 |
|
|
2019
Q3 | $705K | Sell |
11,425
-1,456
| -11% | -$98.9K | 0.09% | 245 |
|
|
2019
Q2 | $934K | Sell |
12,881
-336
| -3% | -$23.5K | 0.12% | 186 |
|
|
2019
Q1 | $977K | Buy |
13,217
+1,193
| +10% | +$86.5K | 0.14% | 170 |
|
|
2018
Q4 | $674K | Buy |
12,024
+1,380
| +13% | +$97.4K | 0.11% | 203 |
|
|
2018
Q3 | $1.06M | Buy |
10,644
+907
| +9% | +$70K | 0.15% | 156 |
|
|
2018
Q2 | $596K | Buy |
9,737
+3,977
| +69% | +$219K | 0.1% | 216 |
|
|
2018
Q1 | $286K | Buy |
+5,760
| New | +$264K | 0.05% | 312 |
|
Other funds holding XYZ
VCM
VPM
