LPL Financial’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.1M | Sell |
449,872
-35,015
| -7% | -$2.13M | 0.01% | 1274 |
|
|
2025
Q4 | $31.6M | Sell |
484,887
-37,957
| -7% | -$2.62M | 0.01% | 1115 |
|
|
2025
Q3 | $37.8M | Sell |
522,844
-32,026
| -6% | -$2.4M | 0.01% | 989 |
|
|
2025
Q2 | $37.7M | Buy |
554,870
+13,235
| +2% | +$770K | 0.01% | 910 |
|
|
2025
Q1 | $29.4M | Sell |
541,635
-29,584
| -5% | -$2.21M | 0.01% | 931 |
|
|
2024
Q4 | $48.5M | Buy |
571,219
+54,331
| +11% | +$4.46M | 0.02% | 659 |
|
|
2024
Q3 | $34.7M | Sell |
516,888
-9,613
| -2% | -$621K | 0.02% | 773 |
|
|
2024
Q2 | $34M | Buy |
526,501
+48,107
| +10% | +$3.37M | 0.02% | 727 |
|
|
2024
Q1 | $40.5M | Buy |
478,394
+41,780
| +10% | +$3.02M | 0.02% | 620 |
|
|
2023
Q4 | $33.8M | Buy |
436,614
+50,187
| +13% | +$2.84M | 0.02% | 646 |
|
|
2023
Q3 | $17.1M | Buy |
386,427
+13,595
| +4% | +$842K | 0.01% | 870 |
|
|
2023
Q2 | $24.8M | Buy |
372,832
+20,802
| +6% | +$1.3M | 0.02% | 703 |
|
|
2023
Q1 | $24.2M | Sell |
352,030
-10,944
| -3% | -$819K | 0.02% | 677 |
|
|
2022
Q4 | $22.8M | Sell |
362,974
-57,967
| -14% | -$3.58M | 0.02% | 657 |
|
|
2022
Q3 | $23.1M | Sell |
420,941
-65,588
| -13% | -$4.64M | 0.02% | 588 |
|
|
2022
Q2 | $29.9M | Sell |
486,529
-14,418
| -3% | -$1.32M | 0.03% | 484 |
|
|
2022
Q1 | $67.9M | Buy |
500,947
+47,303
| +10% | +$5.73M | 0.06% | 294 |
|
|
2021
Q4 | $73.3M | Buy |
453,644
+268
| +0.1% | +$58.1K | 0.06% | 286 |
|
|
2021
Q3 | $109M | Buy |
453,376
+21,525
| +5% | +$5.53M | 0.1% | 185 |
|
|
2021
Q2 | $105M | Buy |
431,851
+19,837
| +5% | +$4.6M | 0.11% | 181 |
|
|
2021
Q1 | $93.5M | Buy |
412,014
+17,520
| +4% | +$4.1M | 0.11% | 179 |
|
|
2020
Q4 | $85.9M | Buy |
394,494
+54,866
| +16% | +$10.7M | 0.11% | 176 |
|
|
2020
Q3 | $55.2M | Buy |
339,628
+31,334
| +10% | +$4.42M | 0.09% | 216 |
|
|
2020
Q2 | $32.4M | Buy |
308,294
+30,435
| +11% | +$2.33M | 0.06% | 277 |
|
|
2020
Q1 | $14.6M | Buy |
277,859
+14,955
| +6% | +$1.02M | 0.03% | 393 |
|
|
2019
Q4 | $16.4M | Buy |
262,904
+16,402
| +7% | +$1.05M | 0.03% | 409 |
|
|
2019
Q3 | $15.3M | Buy |
246,502
+11,070
| +5% | +$752K | 0.03% | 393 |
|
|
2019
Q2 | $17.1M | Buy |
235,432
+20,712
| +10% | +$1.45M | 0.04% | 365 |
|
|
2019
Q1 | $16.1M | Buy |
214,720
+38,572
| +22% | +$2.8M | 0.04% | 355 |
|
|
2018
Q4 | $9.88M | Buy |
176,148
+20,889
| +13% | +$1.48M | 0.03% | 445 |
|
|
2018
Q3 | $15.4M | Buy |
155,259
+8,061
| +5% | +$622K | 0.04% | 358 |
|
|
2018
Q2 | $9.07M | Buy |
147,198
+53,070
| +56% | +$2.92M | 0.02% | 495 |
|
|
2018
Q1 | $4.63M | Buy |
94,128
+21,235
| +29% | +$975K | 0.01% | 729 |
|
|
2017
Q4 | $2.53M | Sell |
72,893
-11,037
| -13% | -$404K | 0.01% | 930 |
|
|
2017
Q3 | $2.42M | Buy |
83,930
+40,307
| +92% | +$1.06M | 0.01% | 889 |
|
|
2017
Q2 | $1.02M | Sell |
43,623
-44,807
| -51% | -$926K | ﹤0.01% | 1359 |
|
|
2017
Q1 | $1.51M | Buy |
88,430
+26,010
| +42% | +$407K | 0.01% | 998 |
|
|
2016
Q4 | $862K | Buy |
+62,420
| New | +$777K | 0.01% | 1321 |
|
Other funds holding XYZ
VCM
VPM
