LRI Investments’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 | $27.2K | Hold |
400
| – | – | ﹤0.01% | 648 |
|
|
2025
Q1 | $21.7K | Sell |
400
-360
| -47% | -$19.6K | ﹤0.01% | 654 |
|
|
2024
Q4 | $64.6K | Buy |
760
+360
| +90% | +$30.6K | 0.01% | 493 |
|
|
2024
Q3 | $33.4K | Sell |
400
-341
| -46% | -$28.4K | ﹤0.01% | 572 |
|
|
2024
Q2 | $47.8K | Buy |
741
+341
| +85% | +$22K | 0.01% | 480 |
|
|
2024
Q1 | $33.8K | Buy |
+400
| New | +$33.8K | 0.01% | 310 |
|