Independent Financial Group’s Block Inc XYZ Stock Holding History

Independent Financial Group’s Portfolio XYZ Stock Details XYZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$502K	Sell
2025 Q4	$593K	Sell
2025 Q3	$834K	Sell
2025 Q2	$1.33M	Buy