City State Bank’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.8K | Hold |
925
| – | – | 0.02% | 312 |
|
|
2025
Q1 | $50.3K | Hold |
925
| – | – | 0.02% | 333 |
|
|
2024
Q4 | $78.6K | Hold |
925
| – | – | 0.03% | 279 |
|
|
2024
Q3 | $62.1K | Hold |
925
| – | – | 0.02% | 298 |
|
|
2024
Q2 | $59.7K | Hold |
925
| – | – | 0.02% | 292 |
|
|
2024
Q1 | $78K | Hold |
925
| – | – | 0.03% | 269 |
|
|
2023
Q4 | $72K | Hold |
925
| – | – | 0.04% | 265 |
|
|
2023
Q3 | $41K | Hold |
925
| – | – | 0.02% | 309 |
|
|
2023
Q2 | $62K | Buy |
925
+670
| +263% | +$44.9K | 0.03% | 272 |
|
|
2023
Q1 | $18K | Hold |
255
| – | – | 0.01% | 403 |
|
|
2022
Q4 | $16K | Hold |
255
| – | – | 0.01% | 394 |
|
|
2022
Q3 | $14K | Hold |
255
| – | – | 0.01% | 397 |
|
|
2022
Q2 | $16K | Buy |
255
+30
| +13% | +$1.88K | 0.01% | 380 |
|
|
2022
Q1 | $31K | Buy |
225
+68
| +43% | +$9.37K | 0.02% | 334 |
|
|
2021
Q4 | $25K | Buy |
+157
| New | +$25K | 0.02% | 367 |
|