Jones Financial Companies’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 | $1.4M | Sell |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $607K | Buy |
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|
2024
Q2 | $290K | Buy |
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|
2024
Q1 | $115K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $28K | Buy |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $34K | Sell |
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|
2021
Q1 | $45K | Buy |
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|
2020
Q4 | $21K | Buy |
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