Financial Advocates Investment Management’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 | $399K | Sell |
5,867
-32
| -0.5% | -$2.17K | 0.03% | 416 |
|
|
2025
Q1 | $321K | Sell |
5,899
-625
| -10% | -$34K | 0.02% | 539 |
|
|
2024
Q4 | $554K | Buy |
6,524
+165
| +3% | +$14K | 0.03% | 422 |
|
|
2024
Q3 | $427K | Sell |
6,359
-420
| -6% | -$28.2K | 0.02% | 504 |
|
|
2024
Q2 | $437K | Sell |
6,779
-1,189
| -15% | -$76.7K | 0.03% | 461 |
|
|
2024
Q1 | $674K | Sell |
7,968
-23
| -0.3% | -$1.95K | 0.04% | 392 |
|
|
2023
Q4 | $618K | Sell |
7,991
-371
| -4% | -$28.7K | 0.04% | 379 |
|
|
2023
Q3 | $370K | Buy |
8,362
+910
| +12% | +$40.3K | 0.03% | 474 |
|
|
2023
Q2 | $496K | Sell |
7,452
-177
| -2% | -$11.8K | 0.04% | 410 |
|
|
2023
Q1 | $524K | Sell |
7,629
-590
| -7% | -$40.5K | 0.04% | 412 |
|
|
2022
Q4 | $516K | Buy |
8,219
+1,456
| +22% | +$91.5K | 0.04% | 439 |
|
|
2022
Q3 | $364K | Sell |
6,763
-304
| -4% | -$16.4K | 0.03% | 494 |
|
|
2022
Q2 | $434K | Sell |
7,067
-835
| -11% | -$51.3K | 0.04% | 422 |
|
|
2022
Q1 | $1.07M | Sell |
7,902
-6,229
| -44% | -$845K | 0.07% | 290 |
|
|
2021
Q4 | $679K | Buy |
14,131
+9,295
| +192% | +$447K | 0.04% | 407 |
|
|
2021
Q3 | $1.12M | Sell |
4,836
-841
| -15% | -$195K | 0.08% | 283 |
|
|
2021
Q2 | $958K | Sell |
5,677
-1,299
| -19% | -$219K | 0.06% | 316 |
|
|
2021
Q1 | $1.55M | Buy |
6,976
+2,303
| +49% | +$512K | 0.11% | 217 |
|
|
2020
Q4 | $1.02M | Sell |
4,673
-102
| -2% | -$22.2K | 0.07% | 300 |
|
|
2020
Q3 | $776K | Buy |
4,775
+1,395
| +41% | +$227K | 0.07% | 285 |
|
|
2020
Q2 | $355K | Buy |
+3,380
| New | +$355K | 0.03% | 407 |
|