First Horizon 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 | $29.7K | Sell |
437
-280
| -39% | -$19K | ﹤0.01% | 1267 |
|
|
2025
Q1 | $39K | Sell |
717
-379
| -35% | -$20.6K | ﹤0.01% | 1045 |
|
|
2024
Q4 | $93.1K | Sell |
1,096
-668
| -38% | -$56.8K | ﹤0.01% | 722 |
|
|
2024
Q3 | $118K | Sell |
1,764
-420
| -19% | -$28.2K | ﹤0.01% | 671 |
|
|
2024
Q2 | $141K | Sell |
2,184
-291
| -12% | -$18.8K | ﹤0.01% | 592 |
|
|
2024
Q1 | $209K | Sell |
2,475
-72
| -3% | -$6.09K | 0.01% | 495 |
|
|
2023
Q4 | $197K | Sell |
2,547
-83
| -3% | -$6.42K | 0.01% | 483 |
|
|
2023
Q3 | $116K | Sell |
2,630
-1,199
| -31% | -$53.1K | ﹤0.01% | 585 |
|
|
2023
Q2 | $255K | Buy |
3,829
+448
| +13% | +$29.8K | 0.01% | 435 |
|
|
2023
Q1 | $232K | Buy |
3,381
+115
| +4% | +$7.9K | 0.01% | 444 |
|
|
2022
Q4 | $205K | Buy |
3,266
+230
| +8% | +$14.5K | 0.01% | 447 |
|
|
2022
Q3 | $167K | Buy |
3,036
+128
| +4% | +$7.04K | 0.01% | 480 |
|
|
2022
Q2 | $178K | Buy |
2,908
+2,609
| +873% | +$160K | 0.01% | 489 |
|
|
2022
Q1 | $40K | Sell |
299
-1,065
| -78% | -$142K | ﹤0.01% | 698 |
|
|
2021
Q4 | $220K | Buy |
1,364
+136
| +11% | +$21.9K | 0.01% | 478 |
|
|
2021
Q3 | $294K | Sell |
1,228
-209
| -15% | -$50K | 0.01% | 435 |
|
|
2021
Q2 | $350K | Buy |
1,437
+2
| +0.1% | +$487 | 0.02% | 320 |
|
|
2021
Q1 | $325K | Buy |
1,435
+756
| +111% | +$171K | 0.02% | 315 |
|
|
2020
Q4 | $148K | Buy |
679
+322
| +90% | +$70.2K | 0.01% | 359 |
|
|
2020
Q3 | $58K | Sell |
357
-83
| -19% | -$13.5K | ﹤0.01% | 508 |
|
|
2020
Q2 | $45K | Hold |
440
| – | – | ﹤0.01% | 554 |
|
|
2020
Q1 | $23K | Buy |
440
+183
| +71% | +$9.57K | ﹤0.01% | 688 |
|
|
2019
Q4 | $16K | Hold |
257
| – | – | ﹤0.01% | 953 |
|
|
2019
Q3 | $16K | Sell |
257
-107
| -29% | -$6.66K | ﹤0.01% | 930 |
|
|
2019
Q2 | $26K | Hold |
364
| – | – | ﹤0.01% | 787 |
|
|
2019
Q1 | $27K | Buy |
+364
| New | +$27K | ﹤0.01% | 720 |
|