Mackenzie Financial’s Block, Inc. XYZ Stock Holding History

Mackenzie Financial’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.9M	Buy	42,744 +2,389	+6%	+$162K	﹤0.01%	702
2025 Q1	$2.19M	Sell	40,355 -13,713	-25%	-$745K	﹤0.01%	756
2024 Q4	$4.6M	Sell	54,068 -38,892	-42%	-$3.31M	0.01%	588
2024 Q3	$6.24M	Sell	92,960 -10,868	-10%	-$730K	0.01%	514
2024 Q2	$6.7M	Sell	103,828 -5,669	-5%	-$366K	0.01%	494
2024 Q1	$9.26M	Sell	109,497 -30,150	-22%	-$2.55M	0.01%	457
2023 Q4	$10.8M	Buy	139,647 +64,337	+85%	+$4.98M	0.02%	421
2023 Q3	$3.16M	Buy	75,310 +47,774	+173%	+$2M	0.01%	626
2023 Q2	$1.82M	Sell	27,536 -3,076	-10%	-$204K	﹤0.01%	740
2023 Q1	$2.1M	Sell	30,612 -2,821	-8%	-$194K	﹤0.01%	729
2022 Q4	$2.1M	Buy	33,433 +4,367	+15%	+$274K	﹤0.01%	669
2022 Q3	$1.6M	Sell	29,066 -10,573	-27%	-$581K	﹤0.01%	741
2022 Q2	$2.44M	Buy	39,639 +13,970	+54%	+$859K	﹤0.01%	678
2022 Q1	$3.48M	Buy	25,669 +709	+3%	+$96.1K	﹤0.01%	648
2021 Q4	$4.03M	Buy	24,960 +1,479	+6%	+$239K	0.01%	625
2021 Q3	$5.63M	Buy	23,481 +6,822	+41%	+$1.64M	0.01%	550
2021 Q2	$4.06M	Sell	16,659 -468	-3%	-$114K	0.01%	592
2021 Q1	$3.89M	Buy	17,127 +1,414	+9%	+$321K	0.01%	574
2020 Q4	$3.42M	Buy	15,713 +14	+0.1%	+$3.05K	0.01%	512
2020 Q3	$2.55M	Buy	15,699 +4,754	+43%	+$773K	0.01%	513
2020 Q2	$1.15M	Buy	10,945 +5,068	+86%	+$532K	﹤0.01%	653
2020 Q1	$308K	Buy	5,877 +1,134	+24%	+$59.4K	﹤0.01%	898
2019 Q4	$297K	Buy	+4,743	New	+$297K	﹤0.01%	953
2019 Q1	–	Sell	-19,301	Closed	-$1.08M	–	1334
2018 Q4	$1.08M	Sell	19,301 -41,769	-68%	-$2.34M	﹤0.01%	799
2018 Q3	$6.05M	Sell	61,070 -7,759	-11%	-$768K	0.01%	453
2018 Q2	$4.24M	Sell	68,829 -734	-1%	-$45.2K	0.01%	485
2018 Q1	$3.42M	Buy	69,563 +61,469	+759%	+$3.02M	0.01%	493
2017 Q4	$281K	Buy	+8,094	New	+$281K	﹤0.01%	759