Kestra Advisory Services’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 | $3.73M | Sell |
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|
2025
Q1 | $3.02M | Buy |
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|
2024
Q4 | $4.66M | Buy |
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|
2024
Q3 | $3.68M | Sell |
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|
2024
Q2 | $4.01M | Sell |
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|
2024
Q1 | $5.46M | Buy |
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|
2023
Q4 | $4.59M | Sell |
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|
2023
Q3 | $2.65M | Sell |
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|
2023
Q2 | $4.17M | Sell |
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|
2023
Q1 | $4.46M | Sell |
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|
2022
Q4 | $4.77M | Sell |
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|
2022
Q3 | $4.27M | Sell |
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|
2022
Q2 | $5.15M | Sell |
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|
2022
Q1 | $12.1M | Buy |
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|
2021
Q4 | $13.8M | Sell |
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|
2021
Q3 | $21M | Buy |
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|
2021
Q2 | $19.6M | Buy |
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|
2021
Q1 | $17.6M | Sell |
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|
2020
Q4 | $18M | Buy |
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|
2020
Q3 | $7.92M | Buy |
|