Legal Advantage Investments’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 | $1.55M | Sell |
22,875
-210
| -0.9% | -$14.3K | 0.73% | 40 |
|
2025
Q1 | $1.25M | Sell |
23,085
-75
| -0.3% | -$4.08K | 0.68% | 42 |
|
2024
Q4 | $1.97M | Buy |
23,160
+2,700
| +13% | +$229K | 1.04% | 33 |
|
2024
Q3 | $1.37M | Sell |
20,460
-100
| -0.5% | -$6.71K | 0.76% | 41 |
|
2024
Q2 | $1.33M | Sell |
20,560
-50
| -0.2% | -$3.22K | 0.76% | 39 |
|
2024
Q1 | $1.74M | Hold |
20,610
| – | – | 0.97% | 33 |
|
2023
Q4 | $1.59M | Sell |
20,610
-100
| -0.5% | -$7.74K | 0.96% | 33 |
|
2023
Q3 | $917K | Buy |
20,710
+200
| +1% | +$8.85K | 0.65% | 46 |
|
2023
Q2 | $1.37M | Hold |
20,510
| – | – | 0.91% | 33 |
|
2023
Q1 | $1.41M | Hold |
20,510
| – | – | 1.03% | 28 |
|
2022
Q4 | $1.29M | Hold |
20,510
| – | – | 1.06% | 27 |
|
2022
Q3 | $1.13M | Hold |
20,510
| – | – | 1.06% | 28 |
|
2022
Q2 | $1.26M | Hold |
20,510
| – | – | 1.23% | 25 |
|
2022
Q1 | $2.78M | Sell |
20,510
-10
| -0% | -$1.36K | 2.09% | 15 |
|
2021
Q4 | $3.31M | Sell |
20,520
-250
| -1% | -$40.4K | 2.25% | 16 |
|
2021
Q3 | $4.98M | Sell |
20,770
-100
| -0.5% | -$24K | 3.34% | 6 |
|
2021
Q2 | $5.09M | Buy |
20,870
+25
| +0.1% | +$6.1K | 3.48% | 6 |
|
2021
Q1 | $4.73M | Hold |
20,845
| – | – | 3.54% | 6 |
|
2020
Q4 | $4.54M | Buy |
+20,845
| New | +$4.54M | 3.53% | 5 |
|