Jefferies Financial Group’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 | $2.14M | Buy |
31,513
+25,013
| +385% | +$1.7M | 0.02% | 365 |
|
|
2025
Q1 | $353K | Buy |
+6,500
| New | +$353K | ﹤0.01% | 943 |
|
|
2024
Q4 | – | Sell |
-13,338
| Closed | -$895K | – | 1506 |
|
|
2024
Q3 | $895K | Sell |
13,338
-40,823
| -75% | -$2.74M | 0.01% | 604 |
|
|
2024
Q2 | $3.49M | Buy |
54,161
+9,687
| +22% | +$625K | 0.04% | 279 |
|
|
2024
Q1 | $3.76M | Buy |
44,474
+32,273
| +265% | +$2.73M | 0.03% | 254 |
|
|
2023
Q4 | $944K | Sell |
12,201
-224,265
| -95% | -$17.3M | 0.01% | 662 |
|
|
2023
Q3 | $10.5M | Buy |
236,466
+202,415
| +594% | +$8.96M | 0.09% | 69 |
|
|
2023
Q2 | $2.27M | Buy |
34,051
+33,777
| +12,327% | +$2.25M | 0.02% | 364 |
|
|
2023
Q1 | $18.8K | Sell |
274
-46,723
| -99% | -$3.21M | ﹤0.01% | 1099 |
|
|
2022
Q4 | $2.95M | Buy |
+46,997
| New | +$2.95M | 0.02% | 283 |
|