Harvest Portfolios 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 | $2.2M | Buy |
32,371
+19,762
| +157% | +$1.34M | 0.05% | 129 |
|
|
2025
Q1 | $685K | Sell |
12,609
-4,180
| -25% | -$227K | 0.02% | 186 |
|
|
2024
Q4 | $1.43M | Buy |
16,789
+1,847
| +12% | +$157K | 0.05% | 160 |
|
|
2024
Q3 | $1M | Buy |
14,942
+1,158
| +8% | +$77.7K | 0.03% | 179 |
|
|
2024
Q2 | $889K | Sell |
13,784
-4,699
| -25% | -$303K | 0.03% | 153 |
|
|
2024
Q1 | $1.56M | Buy |
18,483
+2,988
| +19% | +$253K | 0.06% | 140 |
|
|
2023
Q4 | $1.2M | Sell |
15,495
-612
| -4% | -$47.3K | 0.05% | 142 |
|
|
2023
Q3 | $713K | Buy |
16,107
+182
| +1% | +$8.06K | 0.03% | 146 |
|
|
2023
Q2 | $1.06M | Buy |
15,925
+2,772
| +21% | +$185K | 0.05% | 143 |
|
|
2023
Q1 | $903K | Sell |
13,153
-763
| -5% | -$52.4K | 0.04% | 146 |
|
|
2022
Q4 | $874K | Buy |
+13,916
| New | +$874K | 0.05% | 132 |
|