JNBA Financial Advisors’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 | – | Sell |
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|
2025
Q1 | $1.09K | Sell |
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|
2024
Q4 | $4K | Hold |
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|
2024
Q3 | $3.16K | Hold |
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|
2024
Q2 | $3.03K | Hold |
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|
2024
Q1 | $3.98K | Hold |
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|
2023
Q4 | $3.64K | Hold |
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|
2023
Q3 | $2.08K | Hold |
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|
2023
Q2 | $3.13K | Hold |
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|
2023
Q1 | $3.23K | Hold |
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|
2022
Q4 | $2.95K | Sell |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $27K | Buy |
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|
2021
Q4 | $10K | Sell |
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|
2021
Q3 | $18K | Hold |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $17K | Buy |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $6K | Buy |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $9K | Buy |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Buy |
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