Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $207K | Buy |
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|
2024
Q2 | $134K | Buy |
|
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|
2024
Q1 | $42.5K | Buy |
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|
2023
Q4 | $24.1K | Buy |
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|
2023
Q3 | $4.51K | Sell |
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|
2023
Q2 | $12.6K | Sell |
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|
2023
Q1 | $15.4K | Sell |
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|
2022
Q4 | $17.8K | Buy |
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|
2022
Q3 | $14K | Sell |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | $193K | Buy |
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|
2021
Q1 | $176K | Buy |
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|
2020
Q4 | $157K | Buy |
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|
2020
Q3 | $99K | Sell |
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|
2020
Q2 | $76K | Sell |
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|
2020
Q1 | $43K | Sell |
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|
2019
Q4 | $59K | Sell |
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|
2019
Q3 | $101K | Sell |
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|
2019
Q2 | $271K | Sell |
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|
2019
Q1 | $284K | Sell |
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|
2018
Q4 | $280K | Buy |
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|
2018
Q3 | $24K | Buy |
|