Chicago Partners Investment Group’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
Q3 | $279K | Sell |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $379K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $502K | Buy |
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|
2021
Q2 | $414K | Buy |
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|
2021
Q1 | $380K | Buy |
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|
2020
Q4 | $321K | Buy |
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