Independent Advisor Alliance’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 | $782K | Sell |
11,508
-2,411
| -17% | -$164K | 0.02% | 463 |
|
|
2025
Q1 | $756K | Sell |
13,919
-941
| -6% | -$51.1K | 0.03% | 423 |
|
|
2024
Q4 | $1.26M | Buy |
14,860
+2,259
| +18% | +$192K | 0.02% | 650 |
|
|
2024
Q3 | $846K | Buy |
12,601
+5,226
| +71% | +$351K | 0.03% | 357 |
|
|
2024
Q2 | $476K | Sell |
7,375
-749
| -9% | -$48.3K | 0.02% | 476 |
|
|
2024
Q1 | $687K | Buy |
8,124
+802
| +11% | +$67.8K | 0.02% | 388 |
|
|
2023
Q4 | $566K | Buy |
7,322
+1
| +0% | +$77 | 0.02% | 419 |
|
|
2023
Q3 | $324K | Sell |
7,321
-687
| -9% | -$30.4K | 0.01% | 504 |
|
|
2023
Q2 | $533K | Buy |
8,008
+530
| +7% | +$35.3K | 0.02% | 413 |
|
|
2023
Q1 | $513K | Buy |
+7,478
| New | +$513K | 0.02% | 422 |
|
|
2022
Q4 | – | Sell |
-8,855
| Closed | -$487K | – | 646 |
|
|
2022
Q3 | $487K | Sell |
8,855
-568
| -6% | -$31.2K | 0.03% | 381 |
|
|
2022
Q2 | $579K | Sell |
9,423
-281
| -3% | -$17.3K | 0.03% | 346 |
|
|
2022
Q1 | $1.32M | Buy |
9,704
+127
| +1% | +$17.2K | 0.06% | 238 |
|
|
2021
Q4 | $1.55M | Sell |
9,577
-4,797
| -33% | -$775K | 0.08% | 203 |
|
|
2021
Q3 | $3.45M | Buy |
14,374
+535
| +4% | +$128K | 0.19% | 112 |
|
|
2021
Q2 | $3.37M | Buy |
13,839
+8,518
| +160% | +$2.08M | 0.18% | 119 |
|
|
2021
Q1 | $1.21M | Sell |
5,321
-5,038
| -49% | -$1.14M | 0.07% | 224 |
|
|
2020
Q4 | $2.26M | Buy |
10,359
+799
| +8% | +$174K | 0.15% | 126 |
|
|
2020
Q3 | $1.51M | Buy |
9,560
+2,285
| +31% | +$361K | 0.11% | 143 |
|
|
2020
Q2 | $898K | Buy |
+7,275
| New | +$898K | 0.1% | 175 |
|
|
2018
Q4 | – | Sell |
-3,533
| Closed | -$337K | – | 455 |
|
|
2018
Q3 | $337K | Buy |
+3,533
| New | +$337K | 0.06% | 235 |
|