IFP Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $556K | Buy |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $626K | Sell |
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|
2022
Q3 | $657K | Buy |
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|
2022
Q2 | $609K | Hold |
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|
2022
Q1 | $609K | Buy |
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|
2021
Q4 | $710K | Sell |
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|
2021
Q3 | $1.99M | Buy |
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|
2021
Q2 | $1.91M | Sell |
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|
2021
Q1 | $1.78M | Buy |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $986K | Sell |
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|
2020
Q2 | $824K | Sell |
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|
2020
Q1 | $619K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q1 | $428K | Sell |
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|
2018
Q4 | $796K | Sell |
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|
2018
Q3 | $1.51M | Buy |
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|
2018
Q2 | $890K | Sell |
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|
2018
Q1 | $1.07M | Hold |
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|
2017
Q4 | $1.07M | Sell |
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|
2017
Q3 | $932K | Buy |
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|
2017
Q2 | $499K | Buy |
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|
2017
Q1 | $176K | Buy |
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|
2016
Q4 | $31K | Sell |
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|
2016
Q3 | $35K | Buy |
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|
2016
Q2 | $23K | Sell |
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|
2016
Q1 | $428K | Buy |
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|
2015
Q4 | $15K | Buy |
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