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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Buy |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $7.51M | Buy |
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|
2024
Q3 | $5.62M | Sell |
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|
2024
Q2 | $6.41M | Sell |
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|
2024
Q1 | $8.85M | Buy |
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|
2023
Q4 | $2.75M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $2.06M | Sell |
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|
2023
Q1 | $2.2M | Buy |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $4.54M | Buy |
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|
2021
Q4 | $4.53M | Buy |
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|
2021
Q3 | $6.11M | Sell |
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|
2021
Q2 | $6.94M | Buy |
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|
2021
Q1 | $5.21M | Sell |
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|
2020
Q4 | $6.11M | Buy |
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|
2020
Q3 | $1.71M | Buy |
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|
2020
Q2 | $701K | Buy |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $660K | Sell |
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|
2019
Q3 | $705K | Sell |
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|
2019
Q2 | $934K | Sell |
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|
2019
Q1 | $977K | Buy |
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|
2018
Q4 | $674K | Buy |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $596K | Buy |
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|
2018
Q1 | $286K | Buy |
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