Hantz Financial Services’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 | $61K | Sell |
895
-145
| -14% | -$9.88K | ﹤0.01% | 906 |
|
|
2025
Q1 | $57K | Buy |
1,040
+226
| +28% | +$12.4K | ﹤0.01% | 685 |
|
|
2024
Q4 | $69K | Buy |
+814
| New | +$69K | ﹤0.01% | 640 |
|
|
2024
Q2 | – | Sell |
-1,003
| Closed | -$85K | – | 1307 |
|
|
2024
Q1 | $85K | Hold |
1,003
| – | – | ﹤0.01% | 621 |
|
|
2023
Q4 | $78K | Sell |
1,003
-1
| -0.1% | -$78 | ﹤0.01% | 614 |
|
|
2023
Q3 | $44K | Sell |
1,004
-100
| -9% | -$4.38K | ﹤0.01% | 646 |
|
|
2023
Q2 | $73K | Sell |
1,104
-75
| -6% | -$4.96K | ﹤0.01% | 590 |
|
|
2023
Q1 | $81K | Buy |
1,179
+1
| +0.1% | +$69 | ﹤0.01% | 583 |
|
|
2022
Q4 | $74K | Buy |
1,178
+128
| +12% | +$8.04K | ﹤0.01% | 589 |
|
|
2022
Q3 | $58K | Hold |
1,050
| – | – | ﹤0.01% | 585 |
|
|
2022
Q2 | $65K | Buy |
1,050
+341
| +48% | +$21.1K | ﹤0.01% | 578 |
|
|
2022
Q1 | $96K | Buy |
709
+605
| +582% | +$81.9K | ﹤0.01% | 572 |
|
|
2021
Q4 | $17K | Hold |
104
| – | – | ﹤0.01% | 637 |
|
|
2021
Q3 | $25K | Sell |
104
-4
| -4% | -$962 | ﹤0.01% | 594 |
|
|
2021
Q2 | $26K | Hold |
108
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $25K | Buy |
108
+4
| +4% | +$926 | ﹤0.01% | 542 |
|
|
2020
Q4 | $23K | Buy |
+104
| New | +$23K | ﹤0.01% | 515 |
|