Focus Financial Network’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 | $537K | Sell |
7,907
-2,673
| -25% | -$182K | 0.02% | 417 |
|
|
2025
Q1 | $575K | Buy |
10,580
+1,514
| +17% | +$82.3K | 0.02% | 389 |
|
|
2024
Q4 | $771K | Sell |
9,066
-1,172
| -11% | -$99.6K | 0.03% | 325 |
|
|
2024
Q3 | $687K | Buy |
10,238
+352
| +4% | +$23.6K | 0.03% | 336 |
|
|
2024
Q2 | $710K | Buy |
9,886
+144
| +1% | +$10.3K | 0.03% | 325 |
|
|
2024
Q1 | $702K | Sell |
9,742
-1,029
| -10% | -$74.2K | 0.03% | 307 |
|
|
2023
Q4 | $833K | Sell |
10,771
-4,062
| -27% | -$314K | 0.03% | 354 |
|
|
2023
Q3 | $657K | Buy |
14,833
+5,002
| +51% | +$221K | 0.04% | 303 |
|
|
2023
Q2 | $654K | Buy |
9,831
+1,007
| +11% | +$67K | 0.04% | 302 |
|
|
2023
Q1 | $606K | Sell |
8,824
-1,252
| -12% | -$86K | 0.04% | 314 |
|
|
2022
Q4 | $633K | Buy |
10,076
+300
| +3% | +$18.9K | 0.05% | 244 |
|
|
2022
Q3 | $538K | Sell |
9,776
-2,004
| -17% | -$110K | 0.05% | 269 |
|
|
2022
Q2 | $724K | Buy |
11,780
+1,620
| +16% | +$99.6K | 0.06% | 242 |
|
|
2022
Q1 | $1.38M | Buy |
10,160
+6,814
| +204% | +$924K | 0.1% | 164 |
|
|
2021
Q4 | $540K | Buy |
3,346
+226
| +7% | +$36.5K | 0.08% | 212 |
|
|
2021
Q3 | $748K | Buy |
3,120
+198
| +7% | +$47.5K | 0.1% | 185 |
|
|
2021
Q2 | $712K | Buy |
2,922
+497
| +20% | +$121K | 0.09% | 199 |
|
|
2021
Q1 | $551K | Sell |
2,425
-4,981
| -67% | -$1.13M | 0.06% | 246 |
|
|
2020
Q4 | $1.61M | Buy |
7,406
+607
| +9% | +$132K | 0.14% | 135 |
|
|
2020
Q3 | $1.11M | Sell |
6,799
-959
| -12% | -$156K | 0.1% | 174 |
|
|
2020
Q2 | $814K | Buy |
7,758
+151
| +2% | +$15.8K | 0.09% | 183 |
|
|
2020
Q1 | $398K | Sell |
7,607
-16,730
| -69% | -$876K | 0.05% | 246 |
|
|
2019
Q4 | $1.52M | Sell |
24,337
-9,038
| -27% | -$565K | 0.19% | 111 |
|
|
2019
Q3 | $2.07M | Buy |
33,375
+3,698
| +12% | +$229K | 0.29% | 72 |
|
|
2019
Q2 | $2.15M | Buy |
29,677
+7,472
| +34% | +$542K | 0.32% | 64 |
|
|
2019
Q1 | $1.66M | Buy |
+22,205
| New | +$1.66M | 0.27% | 75 |
|