D.A. Davidson & Co’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 | $1.13M | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $820K | Buy |
|
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|
2024
Q4 | $1.21M | Buy |
|
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|
2024
Q3 | $930K | Buy |
|
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|
2024
Q2 | $837K | Buy |
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|
2024
Q1 | $1.09M | Buy |
|
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|
2023
Q4 | $903K | Sell |
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|
2023
Q3 | $525K | Sell |
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|
2023
Q2 | $1.44M | Sell |
|
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|
2023
Q1 | $1.49M | Buy |
|
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $3.22M | Sell |
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|
2021
Q4 | $4.09M | Sell |
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|
2021
Q3 | $6.61M | Buy |
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|
2021
Q2 | $6.34M | Buy |
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|
2021
Q1 | $5.48M | Buy |
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|
2020
Q4 | $2.09M | Buy |
|
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $683K | Buy |
|
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|
2020
Q1 | $333K | Buy |
|
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|
2019
Q4 | $234K | Sell |
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|
2019
Q3 | $238K | Sell |
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|
2019
Q2 | $325K | Sell |
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|
2019
Q1 | $316K | Sell |
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|
2018
Q4 | $273K | Sell |
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|
2018
Q3 | $558K | Buy |
|
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|
2018
Q2 | $314K | Buy |
|
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $73K | Buy |
|
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|
2017
Q1 | $51K | Buy |
|
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|
2016
Q4 | $39K | Hold |
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|
2016
Q3 | $33K | Buy |
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $7K | Buy |
|