Larson Financial Group’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 | $76.3K | Sell |
1,123
-754
| -40% | -$51.2K | ﹤0.01% | 925 |
|
|
2025
Q1 | $102K | Sell |
1,877
-18
| -0.9% | -$978 | ﹤0.01% | 791 |
|
|
2024
Q4 | $161K | Buy |
1,895
+703
| +59% | +$59.7K | 0.01% | 618 |
|
|
2024
Q3 | $80K | Buy |
1,192
+154
| +15% | +$10.3K | ﹤0.01% | 774 |
|
|
2024
Q2 | $66.9K | Buy |
1,038
+412
| +66% | +$26.6K | ﹤0.01% | 738 |
|
|
2024
Q1 | $52.9K | Hold |
626
| – | – | ﹤0.01% | 674 |
|
|
2023
Q4 | $48.4K | Sell |
626
-102
| -14% | -$7.89K | ﹤0.01% | 654 |
|
|
2023
Q3 | $32.2K | Buy |
728
+202
| +38% | +$8.94K | ﹤0.01% | 715 |
|
|
2023
Q2 | $35K | Sell |
526
-231
| -31% | -$15.4K | ﹤0.01% | 619 |
|
|
2023
Q1 | $52K | Buy |
757
+115
| +18% | +$7.9K | 0.01% | 547 |
|
|
2022
Q4 | $40.3K | Sell |
642
-68
| -10% | -$4.27K | ﹤0.01% | 561 |
|
|
2022
Q3 | $39K | Sell |
710
-140
| -16% | -$7.69K | 0.01% | 513 |
|
|
2022
Q2 | $52K | Sell |
850
-306
| -26% | -$18.7K | 0.01% | 361 |
|
|
2022
Q1 | $157K | Buy |
1,156
+333
| +40% | +$45.2K | 0.03% | 223 |
|
|
2021
Q4 | $133K | Sell |
823
-941
| -53% | -$152K | 0.02% | 238 |
|
|
2021
Q3 | $423K | Buy |
1,764
+1,398
| +382% | +$335K | 0.08% | 95 |
|
|
2021
Q2 | $89K | Buy |
366
+10
| +3% | +$2.43K | 0.02% | 200 |
|
|
2021
Q1 | $81K | Sell |
356
-53
| -13% | -$12.1K | 0.02% | 191 |
|
|
2020
Q4 | $89K | Buy |
409
+31
| +8% | +$6.75K | 0.03% | 147 |
|
|
2020
Q3 | $61K | Sell |
378
-856
| -69% | -$138K | 0.03% | 172 |
|
|
2020
Q2 | $129K | Buy |
1,234
+787
| +176% | +$82.3K | 0.06% | 117 |
|
|
2020
Q1 | $23K | Buy |
447
+71
| +19% | +$3.65K | 0.01% | 220 |
|
|
2019
Q4 | $24K | Hold |
376
| – | – | 0.01% | 209 |
|
|
2019
Q3 | $23K | Hold |
376
| – | – | 0.02% | 205 |
|
|
2019
Q2 | $27K | Buy |
376
+213
| +131% | +$15.3K | 0.02% | 166 |
|
|
2019
Q1 | $12K | Buy |
163
+75
| +85% | +$5.52K | 0.01% | 222 |
|
|
2018
Q4 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 284 |
|