Farther Finance Advisors’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 | $562K | Buy |
8,286
+2,542
| +44% | +$173K | 0.01% | 854 |
|
|
2025
Q1 | $318K | Buy |
5,744
+1,301
| +29% | +$72.1K | 0.01% | 1013 |
|
|
2024
Q4 | $378K | Buy |
4,443
+1,266
| +40% | +$108K | 0.01% | 698 |
|
|
2024
Q3 | $213K | Buy |
3,177
+120
| +4% | +$8.06K | 0.01% | 967 |
|
|
2024
Q2 | $195K | Buy |
3,057
+269
| +10% | +$17.2K | 0.01% | 842 |
|
|
2024
Q1 | $227K | Buy |
2,788
+762
| +38% | +$62.1K | 0.01% | 646 |
|
|
2023
Q4 | $157K | Buy |
2,026
+358
| +21% | +$27.7K | 0.01% | 638 |
|
|
2023
Q3 | $73.8K | Buy |
1,668
+402
| +32% | +$17.8K | 0.01% | 659 |
|
|
2023
Q2 | $84.3K | Buy |
1,266
+44
| +4% | +$2.93K | 0.02% | 515 |
|
|
2023
Q1 | $83.9K | Buy |
1,222
+755
| +162% | +$51.8K | 0.02% | 454 |
|
|
2022
Q4 | $29.3K | Buy |
+467
| New | +$29.3K | 0.01% | 618 |
|