Financial Advocates Investment Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
|
|||||
|
2025
Q1 | $321K | Sell |
|
|||||
|
2024
Q4 | $554K | Buy |
|
|||||
|
2024
Q3 | $427K | Sell |
|
|||||
|
2024
Q2 | $437K | Sell |
|
|||||
|
2024
Q1 | $674K | Sell |
|
|||||
|
2023
Q4 | $618K | Sell |
|
|||||
|
2023
Q3 | $370K | Buy |
|
|||||
|
2023
Q2 | $496K | Sell |
|
|||||
|
2023
Q1 | $524K | Sell |
|
|||||
|
2022
Q4 | $516K | Buy |
|
|||||
|
2022
Q3 | $364K | Sell |
|
|||||
|
2022
Q2 | $434K | Sell |
|
|||||
|
2022
Q1 | $1.07M | Sell |
|
|||||
|
2021
Q4 | $679K | Buy |
|
|||||
|
2021
Q3 | $1.12M | Sell |
|
|||||
|
2021
Q2 | $958K | Sell |
|
|||||
|
2021
Q1 | $1.55M | Buy |
|
|||||
|
2020
Q4 | $1.02M | Sell |
|
|||||
|
2020
Q3 | $776K | Buy |
|
|||||
|
2020
Q2 | $355K | Buy |
|