Lido 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 | $1.98M | Buy |
29,187
+8,758
| +43% | +$595K | 0.01% | 545 |
|
|
2025
Q1 | $1.11M | Buy |
20,429
+15,548
| +319% | +$845K | 0.01% | 691 |
|
|
2024
Q4 | $415K | Buy |
4,881
+545
| +13% | +$46.3K | ﹤0.01% | 982 |
|
|
2024
Q3 | $291K | Sell |
4,336
-465
| -10% | -$31.2K | ﹤0.01% | 1056 |
|
|
2024
Q2 | $310K | Sell |
4,801
-109
| -2% | -$7.03K | ﹤0.01% | 992 |
|
|
2024
Q1 | $415K | Buy |
4,910
+1,942
| +65% | +$164K | ﹤0.01% | 870 |
|
|
2023
Q4 | $230K | Sell |
2,968
-1,966
| -40% | -$152K | ﹤0.01% | 1037 |
|
|
2023
Q3 | $218K | Buy |
4,934
+664
| +16% | +$29.4K | ﹤0.01% | 938 |
|
|
2023
Q2 | $284K | Sell |
4,270
-3,830
| -47% | -$255K | ﹤0.01% | 858 |
|
|
2023
Q1 | $556K | Buy |
+8,100
| New | +$556K | 0.01% | 573 |
|
|
2022
Q2 | – | Sell |
-2,452
| Closed | -$332K | – | 960 |
|
|
2022
Q1 | $332K | Sell |
2,452
-177
| -7% | -$24K | ﹤0.01% | 687 |
|
|
2021
Q4 | $424K | Sell |
2,629
-5,036
| -66% | -$812K | ﹤0.01% | 588 |
|
|
2021
Q3 | $1.84M | Buy |
7,665
+4,051
| +112% | +$971K | 0.03% | 254 |
|
|
2021
Q2 | $881K | Buy |
3,614
+1,254
| +53% | +$306K | 0.01% | 363 |
|
|
2021
Q1 | $536K | Sell |
2,360
-492
| -17% | -$112K | 0.01% | 428 |
|
|
2020
Q4 | $620K | Buy |
2,852
+709
| +33% | +$154K | 0.01% | 383 |
|
|
2020
Q3 | $348K | Buy |
+2,143
| New | +$348K | 0.01% | 400 |
|
|
2017
Q3 | – | Sell |
-15,000
| Closed | -$352K | – | 328 |
|
|
2017
Q2 | $352K | Buy |
+15,000
| New | +$352K | 0.07% | 148 |
|