Empower Advisory Group’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 | $224K | Buy |
+3,298
| New | +$224K | ﹤0.01% | 465 |
|
|
2025
Q1 | – | Sell |
-3,691
| Closed | -$314K | – | 522 |
|
|
2024
Q4 | $314K | Sell |
3,691
-243
| -6% | -$20.7K | ﹤0.01% | 396 |
|
|
2024
Q3 | $264K | Buy |
3,934
+246
| +7% | +$16.5K | ﹤0.01% | 426 |
|
|
2024
Q2 | $238K | Sell |
3,688
-679
| -16% | -$43.8K | ﹤0.01% | 445 |
|
|
2024
Q1 | $369K | Buy |
4,367
+352
| +9% | +$29.8K | ﹤0.01% | 362 |
|
|
2023
Q4 | $311K | Buy |
+4,015
| New | +$311K | ﹤0.01% | 388 |
|
|
2023
Q3 | – | Sell |
-4,214
| Closed | -$281K | – | 493 |
|
|
2023
Q2 | $281K | Sell |
4,214
-363
| -8% | -$24.2K | ﹤0.01% | 400 |
|
|
2023
Q1 | $310K | Buy |
+4,577
| New | +$310K | ﹤0.01% | 376 |
|