Jacobi Capital Management’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 | $234K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $239K | Buy |
|
|||||
|
2021
Q3 | $291K | Sell |
|
|||||
|
2021
Q2 | $298K | Sell |
|
|||||
|
2021
Q1 | $322K | Sell |
|
|||||
|
2020
Q4 | $319K | Buy |
|
|||||
|
2020
Q3 | $144K | Sell |
|
|||||
|
2020
Q2 | $103K | Buy |
|
|||||
|
2020
Q1 | $51K | Hold |
|
|||||
|
2019
Q4 | $61K | Buy |
|
|||||
|
2019
Q3 | $46K | Buy |
|
|||||
|
2019
Q2 | $44K | Hold |
|
|||||
|
2019
Q1 | $45K | Hold |
|
|||||
|
2018
Q4 | $34K | Sell |
|
|||||
|
2018
Q3 | $106K | Buy |
|
|||||
|
2018
Q2 | $31K | Sell |
|
|||||
|
2018
Q1 | $29K | Buy |
|
|||||
|
2017
Q4 | $16K | Buy |
|