Key Financial Inc’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 | $13.1K | Hold |
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|
2025
Q1 | $10.5K | Hold |
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|
2024
Q4 | $16.4K | Hold |
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|
2024
Q3 | $13K | Buy |
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|
2024
Q2 | $12.1K | Hold |
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|
2024
Q1 | $15.8K | Hold |
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|
2023
Q4 | $14.5K | Hold |
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|
2023
Q3 | $8.28K | Hold |
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|
2023
Q2 | $12.4K | Buy |
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|
2023
Q1 | $12.2K | Hold |
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|
2022
Q4 | $9.73K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $42K | Buy |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $38K | Hold |
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|
2020
Q4 | $37K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $11K | Buy |
|