Greenleaf Trust’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 | $261K | Sell |
3,849
-606
| -14% | -$41.2K | ﹤0.01% | 679 |
|
|
2025
Q1 | $242K | Buy |
4,455
+364
| +9% | +$19.8K | ﹤0.01% | 714 |
|
|
2024
Q4 | $348K | Buy |
4,091
+16
| +0.4% | +$1.36K | ﹤0.01% | 608 |
|
|
2024
Q3 | $274K | Buy |
4,075
+55
| +1% | +$3.69K | ﹤0.01% | 692 |
|
|
2024
Q2 | $259K | Sell |
4,020
-89
| -2% | -$5.74K | ﹤0.01% | 659 |
|
|
2024
Q1 | $348K | Buy |
4,109
+49
| +1% | +$4.14K | ﹤0.01% | 565 |
|
|
2023
Q4 | $314K | Buy |
+4,060
| New | +$314K | ﹤0.01% | 582 |
|
|
2023
Q2 | – | Sell |
-5,206
| Closed | -$357K | – | 808 |
|
|
2023
Q1 | $357K | Buy |
5,206
+412
| +9% | +$28.3K | ﹤0.01% | 544 |
|
|
2022
Q4 | $301K | Buy |
+4,794
| New | +$301K | ﹤0.01% | 583 |
|
|
2022
Q2 | – | Sell |
-3,584
| Closed | -$486K | – | 799 |
|
|
2022
Q1 | $486K | Buy |
3,584
+1,826
| +104% | +$248K | 0.01% | 429 |
|
|
2021
Q4 | $284K | Sell |
1,758
-135
| -7% | -$21.8K | ﹤0.01% | 618 |
|
|
2021
Q3 | $454K | Buy |
1,893
+26
| +1% | +$6.24K | 0.01% | 424 |
|
|
2021
Q2 | $455K | Buy |
1,867
+82
| +5% | +$20K | 0.01% | 423 |
|
|
2021
Q1 | $405K | Buy |
1,785
+58
| +3% | +$13.2K | 0.01% | 446 |
|
|
2020
Q4 | $376K | Sell |
1,727
-62
| -3% | -$13.5K | 0.01% | 405 |
|
|
2020
Q3 | $291K | Buy |
+1,789
| New | +$291K | ﹤0.01% | 425 |
|