Lazari Capital Management’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 | $310K | Sell |
4,567
-20
| -0.4% | -$1.36K | 0.12% | 103 |
|
|
2025
Q1 | $249K | Hold |
4,587
| – | – | 0.1% | 115 |
|
|
2024
Q4 | $390K | Sell |
4,587
-200
| -4% | -$17K | 0.16% | 84 |
|
|
2024
Q3 | $321K | Sell |
4,787
-150
| -3% | -$10.1K | 0.14% | 96 |
|
|
2024
Q2 | $318K | Sell |
4,937
-240
| -5% | -$15.5K | 0.14% | 97 |
|
|
2024
Q1 | $438K | Sell |
5,177
-815
| -14% | -$68.9K | 0.24% | 68 |
|
|
2023
Q4 | $463K | Sell |
5,992
-275
| -4% | -$21.3K | 0.27% | 67 |
|
|
2023
Q3 | $277K | Sell |
6,267
-642
| -9% | -$28.4K | 0.17% | 83 |
|
|
2023
Q2 | $460K | Buy |
+6,909
| New | +$460K | 0.26% | 58 |
|