Global Financial Private Client’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 | – | Sell |
-336
| Closed | -$18.3K | – | 1677 |
|
|
2025
Q1 | $18.3K | Buy |
336
+25
| +8% | +$1.36K | 0.01% | 466 |
|
|
2024
Q4 | $26.4K | Buy |
311
+11
| +4% | +$935 | 0.01% | 386 |
|
|
2024
Q3 | $20.1K | Hold |
300
| – | – | 0.01% | 430 |
|
|
2024
Q2 | $19.3K | Hold |
300
| – | – | 0.01% | 389 |
|
|
2024
Q1 | $24.4K | Hold |
300
| – | – | 0.01% | 374 |
|
|
2023
Q4 | $23.2K | Hold |
300
| – | – | 0.01% | 378 |
|
|
2023
Q3 | $13K | Hold |
300
| – | – | 0.01% | 410 |
|
|
2023
Q2 | $19.9K | Hold |
300
| – | – | 0.01% | 376 |
|
|
2023
Q1 | $20.3K | Hold |
300
| – | – | 0.01% | 372 |
|
|
2022
Q4 | $18.9K | Buy |
300
+150
| +100% | +$9.43K | 0.01% | 362 |
|
|
2022
Q3 | $8.37K | Hold |
150
| – | – | ﹤0.01% | 426 |
|
|
2022
Q2 | $9.59K | Hold |
150
| – | – | 0.01% | 405 |
|
|
2022
Q1 | $20K | Hold |
150
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $24.2K | Hold |
150
| – | – | 0.01% | 321 |
|
|
2021
Q3 | $35.9K | Sell |
150
-50
| -25% | -$12K | 0.02% | 268 |
|
|
2021
Q2 | $48.4K | Hold |
200
| – | – | 0.03% | 254 |
|
|
2021
Q1 | $45.9K | Buy |
+200
| New | +$45.9K | 0.03% | 216 |
|
|
2020
Q3 | – | Sell |
-1,365
| Closed | -$158K | – | 532 |
|
|
2020
Q2 | $158K | Sell |
1,365
-25
| -2% | -$2.9K | 0.14% | 119 |
|
|
2020
Q1 | $65.1K | Hold |
1,390
| – | – | 0.07% | 180 |
|
|
2019
Q4 | $87K | Buy |
+1,390
| New | +$87K | 0.07% | 182 |
|