Key Financial Inc’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 | $13.1K | Hold |
193
| – | – | ﹤0.01% | 779 |
|
|
2025
Q1 | $10.5K | Hold |
193
| – | – | ﹤0.01% | 804 |
|
|
2024
Q4 | $16.4K | Hold |
193
| – | – | ﹤0.01% | 706 |
|
|
2024
Q3 | $13K | Buy |
193
+6
| +3% | +$403 | ﹤0.01% | 732 |
|
|
2024
Q2 | $12.1K | Hold |
187
| – | – | ﹤0.01% | 731 |
|
|
2024
Q1 | $15.8K | Hold |
187
| – | – | ﹤0.01% | 654 |
|
|
2023
Q4 | $14.5K | Hold |
187
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $8.28K | Hold |
187
| – | – | ﹤0.01% | 769 |
|
|
2023
Q2 | $12.4K | Buy |
187
+10
| +6% | +$666 | ﹤0.01% | 673 |
|
|
2023
Q1 | $12.2K | Hold |
177
| – | – | ﹤0.01% | 635 |
|
|
2022
Q4 | $9.73K | Hold |
177
| – | – | ﹤0.01% | 634 |
|
|
2022
Q3 | $10K | Hold |
177
| – | – | ﹤0.01% | 641 |
|
|
2022
Q2 | $11K | Hold |
177
| – | – | 0.01% | 618 |
|
|
2022
Q1 | $24K | Hold |
177
| – | – | 0.01% | 472 |
|
|
2021
Q4 | $29K | Hold |
177
| – | – | 0.01% | 425 |
|
|
2021
Q3 | $42K | Buy |
177
+9
| +5% | +$2.14K | 0.02% | 363 |
|
|
2021
Q2 | $42K | Hold |
168
| – | – | 0.02% | 374 |
|
|
2021
Q1 | $38K | Hold |
168
| – | – | 0.03% | 319 |
|
|
2020
Q4 | $37K | Buy |
+168
| New | +$37K | 0.03% | 295 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$11K | – | 678 |
|
|
2020
Q1 | $11K | Buy |
+200
| New | +$11K | 0.01% | 396 |
|