Kovack Advisors’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 | $3.16M | Buy |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $284K | Buy |
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|
2023
Q4 | $227K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $565K | Buy |
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $766K | Sell |
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|
2022
Q2 | $866K | Sell |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $2.26M | Sell |
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|
2021
Q3 | $3.41M | Buy |
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|
2021
Q2 | $3.38M | Buy |
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|
2021
Q1 | $3.01M | Buy |
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|
2020
Q4 | $2.46M | Buy |
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|
2020
Q3 | $1.79M | Sell |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $560K | Sell |
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|
2019
Q4 | $880K | Buy |
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|
2019
Q3 | $704K | Sell |
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|
2019
Q2 | $1.16M | Sell |
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|
2019
Q1 | $1.41M | Buy |
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|
2018
Q4 | $394K | Buy |
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|
2018
Q3 | $587K | Sell |
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|
2018
Q2 | $1.37M | Sell |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $480K | Buy |
|