Commerce 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
$454K Sell
6,680
-702
-10% -$47.7K ﹤0.01% 895
2025
Q1
$401K Sell
7,382
-1,814
-20% -$98.6K ﹤0.01% 914
2024
Q4
$782K Buy
9,196
+213
+2% +$18.1K ﹤0.01% 706
2024
Q3
$603K Buy
8,983
+38
+0.4% +$2.55K ﹤0.01% 809
2024
Q2
$577K Sell
8,945
-190
-2% -$12.3K ﹤0.01% 800
2024
Q1
$773K Sell
9,135
-31
-0.3% -$2.62K 0.01% 708
2023
Q4
$709K Sell
9,166
-478
-5% -$37K 0.01% 721
2023
Q3
$427K Sell
9,644
-494
-5% -$21.9K ﹤0.01% 840
2023
Q2
$675K Sell
10,138
-8,136
-45% -$542K 0.01% 695
2023
Q1
$1.25M Buy
18,274
+1,903
+12% +$131K 0.01% 521
2022
Q4
$1.03M Sell
16,371
-138
-0.8% -$8.67K 0.01% 552
2022
Q3
$908K Sell
16,509
-261
-2% -$14.4K 0.01% 570
2022
Q2
$1.03M Buy
16,770
+4,022
+32% +$247K 0.01% 559
2022
Q1
$1.73M Sell
12,748
-5,499
-30% -$745K 0.01% 488
2021
Q4
$2.95M Sell
18,247
-1,386
-7% -$224K 0.02% 415
2021
Q3
$4.71M Buy
19,633
+3,052
+18% +$732K 0.03% 333
2021
Q2
$4.04M Sell
16,581
-1,539
-8% -$375K 0.03% 365
2021
Q1
$4.11M Sell
18,120
-1,918
-10% -$435K 0.03% 353
2020
Q4
$4.36M Sell
20,038
-829
-4% -$180K 0.04% 335
2020
Q3
$3.39M Buy
20,867
+1,339
+7% +$218K 0.03% 332
2020
Q2
$2.05M Sell
19,528
-1,168
-6% -$123K 0.02% 397
2020
Q1
$1.08M Buy
20,696
+5,717
+38% +$299K 0.01% 428
2019
Q4
$937K Buy
14,979
+1,270
+9% +$79.4K 0.01% 491
2019
Q3
$850K Buy
13,709
+626
+5% +$38.8K 0.01% 502
2019
Q2
$949K Buy
13,083
+1,402
+12% +$102K 0.01% 439
2019
Q1
$875K Buy
11,681
+1,158
+11% +$86.7K 0.01% 434
2018
Q4
$591K Buy
10,523
+1,594
+18% +$89.5K 0.01% 486
2018
Q3
$884K Buy
8,929
+1,395
+19% +$138K 0.01% 445
2018
Q2
$464K Buy
7,534
+1,719
+30% +$106K 0.01% 594
2018
Q1
$286K Buy
5,815
+15
+0.3% +$738 ﹤0.01% 733
2017
Q4
$201K Buy
+5,800
New +$201K ﹤0.01% 811