Magnus Financial Group’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 | – | Sell |
-2,558
| Closed | -$217K | – | 389 |
|
|
2024
Q4 | $217K | Buy |
+2,558
| New | +$217K | 0.02% | 332 |
|
|
2024
Q2 | – | Sell |
-2,597
| Closed | -$220K | – | 335 |
|
|
2024
Q1 | $220K | Sell |
2,597
-17
| -0.7% | -$1.44K | 0.03% | 298 |
|
|
2023
Q4 | $202K | Buy |
+2,614
| New | +$202K | 0.03% | 279 |
|
|
2023
Q3 | – | Sell |
-3,099
| Closed | -$206K | – | 282 |
|
|
2023
Q2 | $206K | Sell |
3,099
-986
| -24% | -$65.6K | 0.03% | 254 |
|
|
2023
Q1 | $280K | Buy |
4,085
+13
| +0.3% | +$892 | 0.04% | 226 |
|
|
2022
Q4 | $256K | Buy |
4,072
+152
| +4% | +$9.55K | 0.04% | 218 |
|
|
2022
Q3 | $216K | Buy |
+3,920
| New | +$216K | 0.04% | 227 |
|
|
2022
Q2 | – | Sell |
-1,952
| Closed | -$265K | – | 303 |
|
|
2022
Q1 | $265K | Buy |
1,952
+606
| +45% | +$82.3K | 0.04% | 238 |
|
|
2021
Q4 | $217K | Sell |
1,346
-660
| -33% | -$106K | 0.04% | 233 |
|
|
2021
Q3 | $481K | Buy |
2,006
+140
| +8% | +$33.6K | 0.1% | 138 |
|
|
2021
Q2 | $455K | Buy |
1,866
+339
| +22% | +$82.7K | 0.1% | 138 |
|
|
2021
Q1 | $347K | Buy |
1,527
+206
| +16% | +$46.8K | 0.08% | 160 |
|
|
2020
Q4 | $288K | Buy |
1,321
+5
| +0.4% | +$1.09K | 0.03% | 223 |
|
|
2020
Q3 | $214K | Buy |
+1,316
| New | +$214K | 0.02% | 252 |
|