Creative Planning’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 | $5.33M | Buy |
78,528
+6,725
| +9% | +$457K | ﹤0.01% | 731 |
|
|
2025
Q1 | $3.9M | Sell |
71,803
-803
| -1% | -$43.6K | ﹤0.01% | 809 |
|
|
2024
Q4 | $6.17M | Sell |
72,606
-793
| -1% | -$67.4K | 0.01% | 593 |
|
|
2024
Q3 | $4.93M | Buy |
73,399
+6,990
| +11% | +$469K | ﹤0.01% | 643 |
|
|
2024
Q2 | $4.28M | Sell |
66,409
-3,324
| -5% | -$214K | ﹤0.01% | 681 |
|
|
2024
Q1 | $5.9M | Buy |
69,733
+1,623
| +2% | +$137K | 0.01% | 555 |
|
|
2023
Q4 | $5.27M | Buy |
68,110
+1,563
| +2% | +$121K | 0.01% | 550 |
|
|
2023
Q3 | $2.95M | Sell |
66,547
-6,312
| -9% | -$279K | ﹤0.01% | 701 |
|
|
2023
Q2 | $4.85M | Buy |
72,859
+9,971
| +16% | +$664K | 0.01% | 531 |
|
|
2023
Q1 | $4.32M | Sell |
62,888
-9,646
| -13% | -$662K | 0.01% | 543 |
|
|
2022
Q4 | $4.56M | Buy |
72,534
+2,822
| +4% | +$177K | 0.01% | 513 |
|
|
2022
Q3 | $3.83M | Buy |
69,712
+3,289
| +5% | +$181K | 0.01% | 499 |
|
|
2022
Q2 | $4.08M | Buy |
66,423
+19,922
| +43% | +$1.22M | 0.01% | 507 |
|
|
2022
Q1 | $6.31M | Buy |
46,501
+18,509
| +66% | +$2.51M | 0.01% | 405 |
|
|
2021
Q4 | $4.52M | Buy |
27,992
+1,346
| +5% | +$217K | 0.01% | 437 |
|
|
2021
Q3 | $6.39M | Buy |
26,646
+1,324
| +5% | +$318K | 0.01% | 355 |
|
|
2021
Q2 | $6.17M | Sell |
25,322
-41,170
| -62% | -$10M | 0.01% | 355 |
|
|
2021
Q1 | $15.1M | Buy |
66,492
+5,923
| +10% | +$1.34M | 0.03% | 212 |
|
|
2020
Q4 | $13.2M | Sell |
60,569
-1,024,046
| -94% | -$223M | 0.03% | 209 |
|
|
2020
Q3 | $176M | Buy |
1,084,615
+38,390
| +4% | +$6.24M | 0.46% | 35 |
|
|
2020
Q2 | $110M | Buy |
1,046,225
+903
| +0.1% | +$94.8K | 0.32% | 41 |
|
|
2020
Q1 | $54.8M | Sell |
1,045,322
-9,096
| -0.9% | -$476K | 0.19% | 50 |
|
|
2019
Q4 | $66M | Sell |
1,054,418
-13,935
| -1% | -$872K | 0.2% | 50 |
|
|
2019
Q3 | $66.2M | Buy |
1,068,353
+7,291
| +0.7% | +$452K | 0.22% | 45 |
|
|
2019
Q2 | $77M | Buy |
1,061,062
+157
| +0% | +$11.4K | 0.26% | 40 |
|
|
2019
Q1 | $79.5M | Sell |
1,060,905
-7,432
| -0.7% | -$557K | 0.29% | 39 |
|
|
2018
Q4 | $59.9M | Buy |
1,068,337
+1,025,538
| +2,396% | +$57.5M | 0.25% | 43 |
|
|
2018
Q3 | $4.24M | Buy |
42,799
+1,179
| +3% | +$117K | 0.02% | 307 |
|
|
2018
Q2 | $2.57M | Sell |
41,620
-6,500
| -14% | -$401K | 0.01% | 411 |
|
|
2018
Q1 | $2.37M | Buy |
48,120
+12,810
| +36% | +$630K | 0.01% | 424 |
|
|
2017
Q4 | $1.22M | Buy |
35,310
+14,192
| +67% | +$492K | 0.01% | 621 |
|
|
2017
Q3 | $608K | Buy |
21,118
+7,948
| +60% | +$229K | ﹤0.01% | 946 |
|
|
2017
Q2 | $309K | Buy |
13,170
+4,785
| +57% | +$112K | ﹤0.01% | 1266 |
|
|
2017
Q1 | $145K | Sell |
8,385
-2,969
| -26% | -$51.3K | ﹤0.01% | 1702 |
|
|
2016
Q4 | $155K | Sell |
11,354
-1,250
| -10% | -$17.1K | ﹤0.01% | 1550 |
|
|
2016
Q3 | $147K | Sell |
12,604
-2,115
| -14% | -$24.7K | ﹤0.01% | 1586 |
|
|
2016
Q2 | $133K | Buy |
14,719
+6,365
| +76% | +$57.5K | ﹤0.01% | 1485 |
|
|
2016
Q1 | $128K | Sell |
8,354
-1,950
| -19% | -$29.9K | ﹤0.01% | 1477 |
|
|
2015
Q4 | $135K | Buy |
+10,304
| New | +$135K | ﹤0.01% | 1454 |
|