D.J. St. Germain’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 | $7.89M | Buy |
116,152
+12,960
| +13% | +$880K | 0.34% | 72 |
|
|
2025
Q1 | $5.61M | Sell |
103,192
-723
| -0.7% | -$39.3K | 0.26% | 87 |
|
|
2024
Q4 | $8.83M | Sell |
103,915
-2,999
| -3% | -$255K | 0.4% | 70 |
|
|
2024
Q3 | $7.18M | Sell |
106,914
-263
| -0.2% | -$17.7K | 0.33% | 77 |
|
|
2024
Q2 | $6.91M | Buy |
107,177
+406
| +0.4% | +$26.2K | 0.33% | 77 |
|
|
2024
Q1 | $9.03M | Buy |
106,771
+1,613
| +2% | +$136K | 0.44% | 68 |
|
|
2023
Q4 | $8.13M | Buy |
105,158
+5,165
| +5% | +$400K | 0.42% | 67 |
|
|
2023
Q3 | $4.43M | Sell |
99,993
-1,939
| -2% | -$85.8K | 0.25% | 86 |
|
|
2023
Q2 | $6.79M | Buy |
+101,932
| New | +$6.79M | 0.36% | 73 |
|
|
2022
Q4 | $6.46K | Sell |
102,846
-111,770
| -52% | -$7.02K | ﹤0.01% | 307 |
|
|
2022
Q3 | $13.2M | Hold |
214,616
| – | – | 0.87% | 35 |
|
|
2022
Q2 | $13.2M | Buy |
214,616
+5,587
| +3% | +$343K | 0.87% | 35 |
|
|
2022
Q1 | $28.3M | Buy |
209,029
+122,440
| +141% | +$16.6M | 1.59% | 14 |
|
|
2021
Q4 | $14M | Buy |
+86,589
| New | +$14M | 0.77% | 42 |
|