LGT Group Foundation’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 | $1.62M | Sell |
23,788
-8,777
| -27% | -$596K | 0.02% | 174 |
|
|
2025
Q1 | $1.77M | Buy |
32,565
+1,152
| +4% | +$62.6K | 0.02% | 179 |
|
|
2024
Q4 | $2.67M | Buy |
31,413
+3,077
| +11% | +$262K | 0.04% | 156 |
|
|
2024
Q3 | $1.84M | Buy |
+28,336
| New | +$1.84M | 0.03% | 186 |
|
|
2024
Q2 | – | Sell |
-2,412
| Closed | -$204K | – | 293 |
|
|
2024
Q1 | $204K | Buy |
+2,412
| New | +$204K | ﹤0.01% | 230 |
|
|
2023
Q2 | – | Sell |
-19,246
| Closed | -$1.32M | – | 270 |
|
|
2023
Q1 | $1.32M | Sell |
19,246
-13,086
| -40% | -$898K | 0.04% | 216 |
|
|
2022
Q4 | $2.03M | Buy |
32,332
+5,238
| +19% | +$329K | 0.06% | 186 |
|
|
2022
Q3 | $1.49M | Sell |
27,094
-20,326
| -43% | -$1.12M | 0.06% | 177 |
|
|
2022
Q2 | $2.92M | Sell |
47,420
-55,973
| -54% | -$3.44M | 0.09% | 164 |
|
|
2022
Q1 | $13.8M | Buy |
103,393
+37,521
| +57% | +$5.01M | 0.32% | 71 |
|
|
2021
Q4 | $10.6M | Buy |
+65,872
| New | +$10.6M | 0.27% | 86 |
|