Janney Montgomery Scott’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
Q3 | $969K | Sell |
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|
2025
Q2 | $955K | Sell |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $2.33M | Sell |
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|
2024
Q3 | $2.54M | Sell |
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|
2024
Q2 | $2.8M | Sell |
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|
2024
Q1 | $7.3M | Buy |
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|
2023
Q4 | $2.91M | Sell |
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|
2023
Q3 | $7.34M | Sell |
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|
2023
Q2 | $12.4M | Sell |
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|
2023
Q1 | $12.9M | Buy |
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|
2022
Q4 | $11.6M | Sell |
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|
2022
Q3 | $13.7M | Buy |
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|
2022
Q2 | $12.4M | Sell |
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|
2022
Q1 | $27.7M | Buy |
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|
2021
Q4 | $22.7M | Buy |
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|
2021
Q3 | $18.2M | Buy |
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|
2021
Q2 | $17.1M | Buy |
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|
2021
Q1 | $13.3M | Buy |
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|
2020
Q4 | $11.8M | Buy |
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|
2020
Q3 | $8.09M | Sell |
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|
2020
Q2 | $5.29M | Sell |
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|
2020
Q1 | $3.61M | Sell |
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|
2019
Q4 | $4.51M | Buy |
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|
2019
Q3 | $4.26M | Buy |
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|
2019
Q2 | $4.63M | Buy |
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|
2019
Q1 | $3.99M | Buy |
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|
2018
Q4 | $1.5M | Buy |
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|
2018
Q3 | $2.26M | Buy |
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|
2018
Q2 | $1.07M | Sell |
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|
2018
Q1 | $1.03M | Sell |
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|
2017
Q4 | $1M | Buy |
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|
2017
Q3 | $724K | Sell |
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|
2017
Q2 | $595K | Buy |
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|
2017
Q1 | $188K | Buy |
|