Goldstone Financial Group’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
-5,463
Closed -$297K 216
2025
Q1
$297K Buy
5,463
+2,758
+102% +$150K 0.04% 171
2024
Q4
$230K Sell
2,705
-542
-17% -$46.1K 0.04% 183
2024
Q3
$218K Buy
+3,247
New +$218K 0.04% 180