Jones Financial Companies’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 | $1.4M | Sell |
21,016
-2,385
| -10% | -$159K | ﹤0.01% | 876 |
|
|
2025
Q1 | $1.29M | Buy |
23,401
+8,526
| +57% | +$472K | ﹤0.01% | 773 |
|
|
2024
Q4 | $1.26M | Buy |
14,875
+5,810
| +64% | +$494K | ﹤0.01% | 680 |
|
|
2024
Q3 | $607K | Buy |
9,065
+4,565
| +101% | +$306K | ﹤0.01% | 754 |
|
|
2024
Q2 | $290K | Buy |
4,500
+3,141
| +231% | +$203K | ﹤0.01% | 718 |
|
|
2024
Q1 | $115K | Buy |
+1,359
| New | +$115K | ﹤0.01% | 568 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 754 |
|
|
2022
Q2 | $0 | Sell |
3
-32
| -91% | – | ﹤0.01% | 853 |
|
|
2022
Q1 | $5K | Sell |
35
-136
| -80% | -$19.4K | ﹤0.01% | 589 |
|
|
2021
Q4 | $28K | Buy |
171
+32
| +23% | +$5.24K | ﹤0.01% | 425 |
|
|
2021
Q3 | $33K | Hold |
139
| – | – | ﹤0.01% | 373 |
|
|
2021
Q2 | $34K | Sell |
139
-61
| -31% | -$14.9K | ﹤0.01% | 352 |
|
|
2021
Q1 | $45K | Buy |
200
+104
| +108% | +$23.4K | ﹤0.01% | 362 |
|
|
2020
Q4 | $21K | Buy |
+96
| New | +$21K | ﹤0.01% | 362 |
|