LIA
XYZ

LBMC Investment Advisors’s Block, Inc. XYZ Stock Holding History

LBMC Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,042
Closed -$344K – 208
2024
Q4 		$344K Sell
4,042
-500
-11% -$42.5K 0.03% 150
2024
Q3 		$305K Hold
4,542
– – 0.02% 151
2024
Q2 		$293K Hold
4,542
– – 0.03% 146
2024
Q1 		$384K Buy
+4,542
New +$384K 0.03% 119