Halter Ferguson Financial’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
-80,633
Closed -$4.38M 33
2025
Q1
$4.38M Buy
+80,633
New +$4.38M 2.24% 5