Legacy Financial Advisors’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 | $255K | Buy |
3,753
+65
| +2% | +$4.42K | 0.04% | 298 |
|
|
2025
Q1 | $200K | Sell |
3,688
-45
| -1% | -$2.45K | 0.03% | 350 |
|
|
2024
Q4 | $317K | Buy |
3,733
+90
| +2% | +$7.65K | 0.05% | 268 |
|
|
2024
Q3 | $245K | Buy |
3,643
+86
| +2% | +$5.77K | 0.04% | 309 |
|
|
2024
Q2 | $229K | Buy |
3,557
+232
| +7% | +$15K | 0.04% | 302 |
|
|
2024
Q1 | $281K | Buy |
3,325
+117
| +4% | +$9.9K | 0.05% | 260 |
|
|
2023
Q4 | $248K | Buy |
+3,208
| New | +$248K | 0.05% | 258 |
|