HighPoint Advisor Group’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,828
| Closed | -$249K | – | 1062 |
|
|
2025
Q4 | $249K | Sell |
3,828
-128
| -3% | -$8.83K | 0.01% | 935 |
|
|
2025
Q3 | $286K | Sell |
3,956
-179
| -4% | -$13.4K | 0.01% | 549 |
|
|
2025
Q2 | $281K | Sell |
4,135
-49
| -1% | -$2.85K | 0.01% | 537 |
|
|
2025
Q1 | $249K | Buy |
4,184
+401
| +11% | +$29.9K | 0.01% | 546 |
|
|
2024
Q4 | $312K | Buy |
3,783
+185
| +5% | +$15.2K | 0.02% | 494 |
|
|
2024
Q3 | $260K | Buy |
3,598
+33
| +0.9% | +$2.13K | 0.02% | 536 |
|
|
2024
Q2 | $214K | Sell |
3,565
-74
| -2% | -$5.18K | 0.01% | 566 |
|
|
2024
Q1 | $254K | Buy |
3,639
+570
| +19% | +$41.2K | 0.02% | 514 |
|
|
2023
Q4 | $254K | Buy |
+3,069
| New | +$174K | 0.02% | 519 |
|
|
2022
Q2 | $1.04M | Buy |
+15,961
| New | +$1.46M | 0.11% | 144 |
|
|
2021
Q3 | $3.56M | Buy |
14,845
+1,790
| +14% | +$460K | 0.35% | 60 |
|
|
2021
Q2 | $3.18M | Sell |
13,055
-3,334
| -20% | -$773K | 0.32% | 66 |
|
|
2021
Q1 | $4.29M | Buy |
16,389
+234
| +1% | +$54.7K | 0.5% | 43 |
|
|
2020
Q4 | $4.17M | Buy |
16,155
+1,649
| +11% | +$322K | 0.51% | 41 |
|
|
2020
Q3 | $2.54M | Buy |
14,506
+7,241
| +100% | +$1.02M | 0.46% | 51 |
|
|
2020
Q2 | $842K | Sell |
7,265
-233
| -3% | -$17.8K | 0.18% | 105 |
|
|
2020
Q1 | $464K | Sell |
7,498
-445
| -6% | -$30.4K | 0.11% | 160 |
|
|
2019
Q4 | $542K | Buy |
7,943
+742
| +10% | +$47.4K | 0.11% | 168 |
|
|
2019
Q3 | $449K | Sell |
7,201
-432
| -6% | -$29.3K | 0.1% | 177 |
|
|
2019
Q2 | $599K | Sell |
7,633
-15,454
| -67% | -$1.08M | 0.14% | 128 |
|
|
2019
Q1 | $1.58M | Sell |
23,087
-303
| -1% | -$22K | 0.39% | 58 |
|
|
2018
Q4 | $1.79M | Sell |
23,390
-2,150
| -8% | -$152K | 0.47% | 48 |
|
|
2018
Q3 | $1.93M | Sell |
25,540
-174
| -0.7% | -$13.4K | 0.53% | 42 |
|
|
2018
Q2 | $1.87M | Sell |
25,714
-335
| -1% | -$18.4K | 0.51% | 42 |
|
|
2018
Q1 | $1.61M | Buy |
26,049
+2,043
| +9% | +$93.8K | 0.44% | 52 |
|
|
2017
Q4 | $1.01M | Sell |
24,006
-6,538
| -21% | -$239K | 0.29% | 86 |
|
|
2017
Q3 | $1.1M | Sell |
30,544
-3,099
| -9% | -$81.1K | 0.34% | 72 |
|
|
2017
Q2 | $848K | Hold |
33,643
| – | – | 0.27% | 89 |
|
|
2017
Q1 | $848K | Sell |
33,643
-28,295
| -46% | -$443K | 0.27% | 89 |
|
|
2016
Q4 | $1.07M | Buy |
+61,938
| New | +$771K | 0.34% | 72 |
|
Other funds holding XYZ
VCM
VPM
HighPoint Advisor Group's XYZ Position: Q1 2026 in Review
HighPoint Advisor Group sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,828 shares — an estimated $249K sold.
HighPoint Advisor Group first reported a position in XYZ in Q4 2016 and held it in 30 quarters. The position peaked at $4.29M in Q1 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- HighPoint Advisor Group reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
- HighPoint Advisor Group sold 3,828 Block Inc shares in Q1 2026, an estimated $249K.
- HighPoint Advisor Group first reported a position in Block Inc in Q4 2016 and held it in 30 quarters.
- HighPoint Advisor Group's Block Inc position peaked at $4.29M in Q1 2021.
- 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.