IFP Advisors’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 | $2.45M | Buy |
34,662
+9,441
| +37% | +$667K | 0.07% | 314 |
|
|
2025
Q1 | $1.37M | Buy |
25,221
+18,310
| +265% | +$995K | 0.04% | 463 |
|
|
2024
Q4 | $587K | Buy |
6,911
+3,351
| +94% | +$285K | 0.02% | 684 |
|
|
2024
Q3 | $239K | Sell |
3,560
-2,200
| -38% | -$148K | 0.01% | 1007 |
|
|
2024
Q2 | $371K | Sell |
5,760
-818
| -12% | -$52.7K | 0.01% | 757 |
|
|
2024
Q1 | $556K | Buy |
6,578
+771
| +13% | +$65.2K | 0.02% | 574 |
|
|
2023
Q4 | $449K | Buy |
5,807
+1,184
| +26% | +$91.6K | 0.02% | 612 |
|
|
2023
Q3 | $205K | Sell |
4,623
-1,912
| -29% | -$84.6K | 0.01% | 952 |
|
|
2023
Q2 | $438K | Buy |
6,535
+617
| +10% | +$41.3K | 0.02% | 700 |
|
|
2023
Q1 | $353K | Sell |
5,918
-3,379
| -36% | -$201K | 0.02% | 714 |
|
|
2022
Q4 | $626K | Sell |
9,297
-258
| -3% | -$17.4K | 0.02% | 791 |
|
|
2022
Q3 | $657K | Buy |
9,555
+807
| +9% | +$55.5K | 0.02% | 798 |
|
|
2022
Q2 | $609K | Hold |
8,748
| – | – | 0.02% | 759 |
|
|
2022
Q1 | $609K | Buy |
8,748
+4,385
| +101% | +$305K | 0.02% | 759 |
|
|
2021
Q4 | $710K | Sell |
4,363
-3,979
| -48% | -$648K | 0.01% | 477 |
|
|
2021
Q3 | $1.99M | Buy |
8,342
+481
| +6% | +$115K | 0.04% | 250 |
|
|
2021
Q2 | $1.91M | Sell |
7,861
-39
| -0.5% | -$9.5K | 0.04% | 249 |
|
|
2021
Q1 | $1.78M | Buy |
7,900
+693
| +10% | +$156K | 0.03% | 245 |
|
|
2020
Q4 | $1.57M | Buy |
7,207
+1,106
| +18% | +$241K | 0.06% | 252 |
|
|
2020
Q3 | $986K | Sell |
6,101
-1,831
| -23% | -$296K | 0.06% | 291 |
|
|
2020
Q2 | $824K | Sell |
7,932
-3,108
| -28% | -$323K | 0.07% | 305 |
|
|
2020
Q1 | $619K | Sell |
11,040
-5,489
| -33% | -$308K | 0.06% | 301 |
|
|
2019
Q4 | $1.04M | Sell |
16,529
-1,319
| -7% | -$83.3K | 0.08% | 270 |
|
|
2019
Q3 | $1.07M | Buy |
+17,848
| New | +$1.07M | 0.07% | 286 |
|
|
2019
Q1 | $428K | Sell |
5,753
-8,495
| -60% | -$632K | 0.06% | 315 |
|
|
2018
Q4 | $796K | Sell |
14,248
-1,016
| -7% | -$56.8K | 0.05% | 406 |
|
|
2018
Q3 | $1.51M | Buy |
15,264
+818
| +6% | +$81K | 0.06% | 324 |
|
|
2018
Q2 | $890K | Sell |
14,446
-16,301
| -53% | -$1M | 0.04% | 454 |
|
|
2018
Q1 | $1.07M | Hold |
30,747
| – | – | 0.05% | 374 |
|
|
2017
Q4 | $1.07M | Sell |
30,747
-1,588
| -5% | -$55.1K | 0.05% | 372 |
|
|
2017
Q3 | $932K | Buy |
32,335
+11,049
| +52% | +$318K | 0.04% | 460 |
|
|
2017
Q2 | $499K | Buy |
21,286
+11,125
| +109% | +$261K | 0.02% | 682 |
|
|
2017
Q1 | $176K | Buy |
10,161
+7,915
| +352% | +$137K | 0.01% | 1181 |
|
|
2016
Q4 | $31K | Sell |
2,246
-740
| -25% | -$10.2K | ﹤0.01% | 2167 |
|
|
2016
Q3 | $35K | Buy |
2,986
+411
| +16% | +$4.82K | ﹤0.01% | 2028 |
|
|
2016
Q2 | $23K | Sell |
2,575
-3,178
| -55% | -$28.4K | ﹤0.01% | 2260 |
|
|
2016
Q1 | $428K | Buy |
5,753
+4,584
| +392% | +$341K | 0.06% | 315 |
|
|
2015
Q4 | $15K | Buy |
+1,169
| New | +$15K | ﹤0.01% | 2333 |
|