Kestra Advisory Services’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 | $3.73M | Sell |
54,970
-622
| -1% | -$42.3K | 0.02% | 768 |
|
|
2025
Q1 | $3.02M | Buy |
55,592
+707
| +1% | +$38.4K | 0.01% | 795 |
|
|
2024
Q4 | $4.66M | Buy |
54,885
+139
| +0.3% | +$11.8K | 0.03% | 603 |
|
|
2024
Q3 | $3.68M | Sell |
54,746
-7,472
| -12% | -$502K | 0.02% | 687 |
|
|
2024
Q2 | $4.01M | Sell |
62,218
-2,388
| -4% | -$154K | 0.02% | 670 |
|
|
2024
Q1 | $5.46M | Buy |
64,606
+5,266
| +9% | +$445K | 0.04% | 491 |
|
|
2023
Q4 | $4.59M | Sell |
59,340
-530
| -0.9% | -$41K | 0.04% | 484 |
|
|
2023
Q3 | $2.65M | Sell |
59,870
-2,803
| -4% | -$124K | 0.03% | 599 |
|
|
2023
Q2 | $4.17M | Sell |
62,673
-2,303
| -4% | -$153K | 0.04% | 427 |
|
|
2023
Q1 | $4.46M | Sell |
64,976
-10,997
| -14% | -$755K | 0.05% | 388 |
|
|
2022
Q4 | $4.77M | Sell |
75,973
-1,741
| -2% | -$109K | 0.04% | 450 |
|
|
2022
Q3 | $4.27M | Sell |
77,714
-6,047
| -7% | -$332K | 0.05% | 416 |
|
|
2022
Q2 | $5.15M | Sell |
83,761
-5,160
| -6% | -$317K | 0.05% | 359 |
|
|
2022
Q1 | $12.1M | Buy |
88,921
+3,622
| +4% | +$491K | 0.13% | 183 |
|
|
2021
Q4 | $13.8M | Sell |
85,299
-2,241
| -3% | -$362K | 0.14% | 168 |
|
|
2021
Q3 | $21M | Buy |
87,540
+7,136
| +9% | +$1.71M | 0.21% | 109 |
|
|
2021
Q2 | $19.6M | Buy |
80,404
+2,726
| +4% | +$665K | 0.22% | 102 |
|
|
2021
Q1 | $17.6M | Sell |
77,678
-3,936
| -5% | -$894K | 0.22% | 107 |
|
|
2020
Q4 | $18M | Buy |
81,614
+33,115
| +68% | +$7.32M | 0.21% | 111 |
|
|
2020
Q3 | $7.92M | Buy |
+48,499
| New | +$7.92M | 0.15% | 168 |
|