Janney Montgomery Scott’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 | $955K | Sell |
14,058
-26,161
| -65% | -$1.78M | ﹤0.01% | 1600 |
|
|
2025
Q1 | $2.19M | Buy |
40,219
+12,818
| +47% | +$696K | 0.01% | 1122 |
|
|
2024
Q4 | $2.33M | Sell |
27,401
-10,376
| -27% | -$882K | 0.01% | 1087 |
|
|
2024
Q3 | $2.54M | Sell |
37,777
-5,635
| -13% | -$378K | 0.01% | 1030 |
|
|
2024
Q2 | $2.8M | Sell |
43,412
-42,853
| -50% | -$2.76M | 0.01% | 948 |
|
|
2024
Q1 | $7.3M | Buy |
86,265
+48,649
| +129% | +$4.11M | 0.02% | 622 |
|
|
2023
Q4 | $2.91M | Sell |
37,616
-128,158
| -77% | -$9.91M | 0.01% | 955 |
|
|
2023
Q3 | $7.34M | Sell |
165,774
-20,011
| -11% | -$886K | 0.03% | 534 |
|
|
2023
Q2 | $12.4M | Sell |
185,785
-1,438
| -0.8% | -$95.7K | 0.04% | 398 |
|
|
2023
Q1 | $12.9M | Buy |
187,223
+2,583
| +1% | +$177K | 0.05% | 338 |
|
|
2022
Q4 | $11.6M | Sell |
184,640
-63,790
| -26% | -$4.01M | 0.05% | 383 |
|
|
2022
Q3 | $13.7M | Buy |
248,430
+60,096
| +32% | +$3.3M | 0.06% | 300 |
|
|
2022
Q2 | $12.4M | Sell |
188,334
-16,266
| -8% | -$1.07M | 0.06% | 302 |
|
|
2022
Q1 | $27.7M | Buy |
204,600
+64,043
| +46% | +$8.68M | 0.12% | 179 |
|
|
2021
Q4 | $22.7M | Buy |
140,557
+64,532
| +85% | +$10.4M | 0.09% | 211 |
|
|
2021
Q3 | $18.2M | Buy |
76,025
+5,875
| +8% | +$1.41M | 0.08% | 231 |
|
|
2021
Q2 | $17.1M | Buy |
70,150
+11,406
| +19% | +$2.78M | 0.08% | 240 |
|
|
2021
Q1 | $13.3M | Buy |
58,744
+4,543
| +8% | +$1.03M | 0.06% | 273 |
|
|
2020
Q4 | $11.8M | Buy |
54,201
+4,417
| +9% | +$961K | 0.06% | 293 |
|
|
2020
Q3 | $8.09M | Sell |
49,784
-607
| -1% | -$98.7K | 0.05% | 342 |
|
|
2020
Q2 | $5.29M | Sell |
50,391
-18,578
| -27% | -$1.95M | 0.03% | 437 |
|
|
2020
Q1 | $3.61M | Sell |
68,969
-3,144
| -4% | -$165K | 0.03% | 490 |
|
|
2019
Q4 | $4.51M | Buy |
72,113
+3,268
| +5% | +$204K | 0.03% | 494 |
|
|
2019
Q3 | $4.27M | Buy |
68,845
+4,956
| +8% | +$307K | 0.03% | 487 |
|
|
2019
Q2 | $4.63M | Buy |
63,889
+10,654
| +20% | +$773K | 0.04% | 447 |
|
|
2019
Q1 | $3.99M | Buy |
53,235
+26,496
| +99% | +$1.98M | 0.03% | 469 |
|
|
2018
Q4 | $1.5M | Buy |
26,739
+3,886
| +17% | +$218K | 0.01% | 746 |
|
|
2018
Q3 | $2.26M | Buy |
22,853
+5,446
| +31% | +$539K | 0.02% | 654 |
|
|
2018
Q2 | $1.07M | Sell |
17,407
-3,513
| -17% | -$217K | 0.01% | 950 |
|
|
2018
Q1 | $1.03M | Sell |
20,920
-8,060
| -28% | -$396K | 0.01% | 947 |
|
|
2017
Q4 | $1.01M | Buy |
28,980
+3,866
| +15% | +$134K | 0.01% | 938 |
|
|
2017
Q3 | $724K | Sell |
25,114
-243
| -1% | -$7.01K | 0.01% | 1074 |
|
|
2017
Q2 | $595K | Buy |
25,357
+14,497
| +133% | +$340K | 0.01% | 1105 |
|
|
2017
Q1 | $188K | Buy |
+10,860
| New | +$188K | ﹤0.01% | 1633 |
|