Financial Partners Group (Tennessee)’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,880
Closed -$245K 96
2024
Q4
$245K Sell
2,880
-869
-23% -$73.9K 0.1% 88
2024
Q3
$252K Buy
+3,749
New +$252K 0.09% 93