LFAS
Level Four Advisory Services’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
11,138
+237
| +2% | +$249K | 0.43% | 43 |
|
|
2025
Q1 | $10.3M | Buy |
10,901
+215
| +2% | +$204K | 0.42% | 43 |
|
|
2024
Q4 | $11M | Buy |
+10,686
| New | +$11M | 0.45% | 44 |
|
|
2024
Q3 | – | Sell |
-10,238
| Closed | -$8.06M | – | 770 |
|
|
2024
Q2 | $8.06M | Buy |
10,238
+1,484
| +17% | +$1.17M | 0.36% | 54 |
|
|
2024
Q1 | $7.11M | Buy |
8,754
+611
| +8% | +$496K | 0.39% | 51 |
|
|
2023
Q4 | $6.61M | Buy |
8,143
+96
| +1% | +$77.9K | 0.37% | 56 |
|
|
2023
Q3 | $5.2M | Buy |
8,047
+196
| +2% | +$127K | 0.34% | 67 |
|
|
2023
Q2 | $5.43M | Buy |
7,851
+225
| +3% | +$156K | 0.33% | 68 |
|
|
2023
Q1 | $5.1M | Buy |
7,626
+14
| +0.2% | +$9.37K | 0.33% | 59 |
|
|
2022
Q4 | $5.39M | Sell |
7,612
-553
| -7% | -$392K | 0.4% | 57 |
|
|
2022
Q3 | $4.49M | Sell |
8,165
-289
| -3% | -$159K | 0.44% | 50 |
|
|
2022
Q2 | $5.15M | Buy |
8,454
+442
| +6% | +$269K | 0.49% | 44 |
|
|
2022
Q1 | $6.12M | Buy |
8,012
+920
| +13% | +$703K | 0.48% | 40 |
|
|
2021
Q4 | $6.49M | Buy |
7,092
+284
| +4% | +$260K | 0.5% | 41 |
|
|
2021
Q3 | $5.71M | Sell |
6,808
-45
| -0.7% | -$37.7K | 0.59% | 33 |
|
|
2021
Q2 | $6M | Buy |
6,853
+241
| +4% | +$211K | 0.41% | 50 |
|
|
2021
Q1 | $4.99M | Buy |
6,612
+591
| +10% | +$446K | 0.39% | 55 |
|
|
2020
Q4 | $4.34M | Sell |
6,021
-1,165
| -16% | -$841K | 0.35% | 71 |
|
|
2020
Q3 | $4.05M | Sell |
7,186
-308
| -4% | -$174K | 0.31% | 78 |
|
|
2020
Q2 | $4.07M | Buy |
7,494
+252
| +3% | +$137K | 0.32% | 74 |
|
|
2020
Q1 | $3.2M | Buy |
7,242
+174
| +2% | +$76.8K | 0.38% | 58 |
|
|
2019
Q4 | $19.3M | Buy |
7,068
+1,421
| +25% | +$3.87M | 0.76% | 23 |
|
|
2019
Q3 | $2.52M | Buy |
5,647
+358
| +7% | +$160K | 0.26% | 85 |
|
|
2019
Q2 | $2.48M | Buy |
5,289
+31
| +0.6% | +$14.5K | 0.25% | 88 |
|
|
2019
Q1 | $2.25M | Buy |
5,258
+299
| +6% | +$128K | 0.25% | 89 |
|
|
2018
Q4 | $1.95M | Buy |
4,959
+801
| +19% | +$315K | 0.24% | 94 |
|
|
2018
Q3 | $1.96M | Buy |
4,158
+1,001
| +32% | +$472K | 0.21% | 113 |
|
|
2018
Q2 | $1.58M | Sell |
3,157
-27
| -0.8% | -$13.5K | 0.11% | 172 |
|
|
2018
Q1 | $1.73M | Buy |
3,184
+11
| +0.3% | +$5.96K | 0.13% | 149 |
|
|
2017
Q4 | $1.63M | Buy |
3,173
+145
| +5% | +$74.5K | 0.13% | 153 |
|
|
2017
Q3 | $1.35M | Buy |
3,028
+854
| +39% | +$382K | 0.12% | 165 |
|
|
2017
Q2 | $828K | Sell |
2,174
-983
| -31% | -$374K | 0.13% | 167 |
|
|
2017
Q1 | $1.21M | Buy |
3,157
+177
| +6% | +$67.6K | 0.12% | 174 |
|
|
2016
Q4 | $1.13M | Buy |
+2,980
| New | +$1.13M | 0.14% | 155 |
|