Lindbrook Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $172K | Buy |
3,167
+498
| +19% | +$27.1K | 0.02% | 460 |
|
|
2024
Q4 | $227K | Buy |
2,669
+77
| +3% | +$6.54K | 0.02% | 364 |
|
|
2024
Q3 | $174K | Buy |
2,592
+154
| +6% | +$10.3K | 0.02% | 423 |
|
|
2024
Q2 | $157K | Sell |
2,438
-20
| -0.8% | -$1.29K | 0.01% | 411 |
|
|
2024
Q1 | $208K | Buy |
2,458
+164
| +7% | +$13.9K | 0.02% | 354 |
|
|
2023
Q4 | $177K | Buy |
2,294
+775
| +51% | +$59.9K | 0.02% | 373 |
|
|
2023
Q3 | $67.2K | Sell |
1,519
-2,154
| -59% | -$95.3K | 0.01% | 588 |
|
|
2023
Q2 | $245K | Sell |
3,673
-751
| -17% | -$50K | 0.03% | 283 |
|
|
2023
Q1 | $304K | Sell |
4,424
-331
| -7% | -$22.7K | 0.04% | 241 |
|
|
2022
Q4 | $299K | Buy |
4,755
+885
| +23% | +$55.6K | 0.04% | 254 |
|
|
2022
Q3 | $213K | Sell |
3,870
-36
| -0.9% | -$1.98K | 0.04% | 263 |
|
|
2022
Q2 | $240K | Buy |
3,906
+1,008
| +35% | +$61.9K | 0.04% | 249 |
|
|
2022
Q1 | $393K | Buy |
2,898
+1,631
| +129% | +$221K | 0.06% | 188 |
|
|
2021
Q4 | $205K | Sell |
1,267
-26
| -2% | -$4.21K | 0.03% | 296 |
|
|
2021
Q3 | $310K | Buy |
1,293
+26
| +2% | +$6.23K | 0.08% | 101 |
|
|
2021
Q2 | $309K | Sell |
1,267
-112
| -8% | -$27.3K | 0.07% | 120 |
|
|
2021
Q1 | $313K | Buy |
1,379
+103
| +8% | +$23.4K | 0.07% | 115 |
|
|
2020
Q4 | $278K | Buy |
1,276
+184
| +17% | +$40.1K | 0.07% | 114 |
|
|
2020
Q3 | $178K | Buy |
1,092
+53
| +5% | +$8.64K | 0.05% | 135 |
|
|
2020
Q2 | $109K | Buy |
1,039
+35
| +3% | +$3.67K | 0.03% | 188 |
|
|
2020
Q1 | $53K | Sell |
1,004
-163
| -14% | -$8.61K | 0.02% | 312 |
|
|
2019
Q4 | $73K | Sell |
1,167
-600
| -34% | -$37.5K | 0.03% | 327 |
|
|
2019
Q3 | $109K | Sell |
1,767
-519
| -23% | -$32K | 0.04% | 221 |
|
|
2019
Q2 | $165K | Hold |
2,286
| – | – | 0.06% | 158 |
|
|
2019
Q1 | $171K | Buy |
2,286
+386
| +20% | +$28.9K | 0.07% | 143 |
|
|
2018
Q4 | $106K | Buy |
+1,900
| New | +$106K | 0.05% | 192 |
|