EH
XYZ
Equitable Holdings’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
20,042
+1,378
| +7% | +$93.6K | 0.01% | 703 |
|
|
2025
Q1 | $1.01M | Sell |
18,664
-2,600
| -12% | -$141K | 0.01% | 708 |
|
|
2024
Q4 | $1.81M | Buy |
21,264
+782
| +4% | +$66.5K | 0.02% | 508 |
|
|
2024
Q3 | $1.37M | Sell |
20,482
-8,743
| -30% | -$587K | 0.01% | 591 |
|
|
2024
Q2 | $1.88M | Buy |
29,225
+2,460
| +9% | +$159K | 0.02% | 481 |
|
|
2024
Q1 | $2.26M | Buy |
26,765
+4,226
| +19% | +$357K | 0.03% | 421 |
|
|
2023
Q4 | $1.74M | Sell |
22,539
-1,104
| -5% | -$85.4K | 0.02% | 449 |
|
|
2023
Q3 | $1.05M | Buy |
23,643
+4,638
| +24% | +$205K | 0.02% | 530 |
|
|
2023
Q2 | $1.27M | Sell |
19,005
-21,391
| -53% | -$1.42M | 0.02% | 459 |
|
|
2023
Q1 | $2.77M | Buy |
40,396
+26,078
| +182% | +$1.79M | 0.04% | 267 |
|
|
2022
Q4 | $900K | Sell |
14,318
-973
| -6% | -$61.1K | 0.02% | 467 |
|
|
2022
Q3 | $841K | Sell |
15,291
-151
| -1% | -$8.31K | 0.02% | 438 |
|
|
2022
Q2 | $949K | Sell |
15,442
-5,697
| -27% | -$350K | 0.02% | 417 |
|
|
2022
Q1 | $2.87M | Sell |
21,139
-13,581
| -39% | -$1.84M | 0.05% | 224 |
|
|
2021
Q4 | $5.61M | Buy |
34,720
+4,258
| +14% | +$688K | 0.09% | 154 |
|
|
2021
Q3 | $7.31M | Buy |
30,462
+1,448
| +5% | +$347K | 0.12% | 114 |
|
|
2021
Q2 | $7.07M | Buy |
29,014
+5,341
| +23% | +$1.3M | 0.12% | 114 |
|
|
2021
Q1 | $5.38M | Sell |
23,673
-396
| -2% | -$89.9K | 0.11% | 131 |
|
|
2020
Q4 | $5.24M | Buy |
24,069
+1,068
| +5% | +$232K | 0.12% | 124 |
|
|
2020
Q3 | $3.74M | Sell |
23,001
-731
| -3% | -$119K | 0.1% | 131 |
|
|
2020
Q2 | $2.49M | Buy |
23,732
+2,774
| +13% | +$291K | 0.07% | 174 |
|
|
2020
Q1 | $1.1M | Sell |
20,958
-48,072
| -70% | -$2.52M | 0.04% | 252 |
|
|
2019
Q4 | $4.32M | Buy |
+69,030
| New | +$4.32M | 0.13% | 108 |
|