Kestra Private Wealth 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 | $1.47M | Sell |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $1.67M | Sell |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $847K | Buy |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $2.66M | Buy |
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|
2021
Q4 | $2.91M | Buy |
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|
2021
Q3 | $3.53M | Buy |
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|
2021
Q2 | $3.26M | Buy |
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|
2021
Q1 | $2.9M | Sell |
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|
2020
Q4 | $3.05M | Buy |
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|
2020
Q3 | $2.1M | Buy |
|