MML Investors Services’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 | $2.9M | Sell |
42,615
-50,174
| -54% | -$3.41M | 0.01% | 1054 |
|
|
2025
Q1 | $5.04M | Buy |
92,789
+8,435
| +10% | +$458K | 0.02% | 721 |
|
|
2024
Q4 | $7.17M | Sell |
84,354
-2,606
| -3% | -$221K | 0.02% | 569 |
|
|
2024
Q3 | $5.84M | Buy |
86,960
+16,483
| +23% | +$1.11M | 0.02% | 625 |
|
|
2024
Q2 | $4.55M | Buy |
70,477
+2,948
| +4% | +$190K | 0.02% | 677 |
|
|
2024
Q1 | $5.71M | Buy |
67,529
+232
| +0.3% | +$19.6K | 0.02% | 591 |
|
|
2023
Q4 | $5.21M | Buy |
67,297
+6,243
| +10% | +$483K | 0.02% | 580 |
|
|
2023
Q3 | $2.7M | Sell |
61,054
-13,813
| -18% | -$611K | 0.02% | 768 |
|
|
2023
Q2 | $4.98M | Buy |
74,867
+14,437
| +24% | +$961K | 0.03% | 540 |
|
|
2023
Q1 | $4.15M | Sell |
60,430
-4,580
| -7% | -$314K | 0.03% | 524 |
|
|
2022
Q4 | $4.09M | Buy |
65,010
+287
| +0.4% | +$18K | 0.03% | 555 |
|
|
2022
Q3 | $3.56M | Sell |
64,723
-11,693
| -15% | -$643K | 0.03% | 542 |
|
|
2022
Q2 | $4.7M | Buy |
76,416
+15,357
| +25% | +$944K | 0.04% | 446 |
|
|
2022
Q1 | $8.28M | Buy |
61,059
+10,566
| +21% | +$1.43M | 0.06% | 317 |
|
|
2021
Q4 | $8.16M | Buy |
50,493
+5,680
| +13% | +$917K | 0.06% | 312 |
|
|
2021
Q3 | $10.7M | Buy |
44,813
+2,438
| +6% | +$585K | 0.09% | 259 |
|
|
2021
Q2 | $10.3M | Sell |
42,375
-1,276
| -3% | -$311K | 0.09% | 250 |
|
|
2021
Q1 | $9.91M | Buy |
43,651
+5,329
| +14% | +$1.21M | 0.09% | 236 |
|
|
2020
Q4 | $8.34M | Buy |
38,322
+13,366
| +54% | +$2.91M | 0.09% | 224 |
|
|
2020
Q3 | $4.06M | Buy |
24,956
+9,581
| +62% | +$1.56M | 0.05% | 314 |
|
|
2020
Q2 | $1.61M | Buy |
15,375
+1,437
| +10% | +$151K | 0.02% | 572 |
|
|
2020
Q1 | $730K | Buy |
13,938
+192
| +1% | +$10.1K | 0.01% | 720 |
|
|
2019
Q4 | $860K | Sell |
13,746
-2,635
| -16% | -$165K | 0.01% | 771 |
|
|
2019
Q3 | $1.02M | Sell |
16,381
-7,896
| -33% | -$489K | 0.02% | 660 |
|
|
2019
Q2 | $1.76M | Sell |
24,277
-7,130
| -23% | -$517K | 0.03% | 533 |
|
|
2019
Q1 | $2.35M | Buy |
31,407
+1,445
| +5% | +$108K | 0.04% | 406 |
|
|
2018
Q4 | $1.68M | Sell |
29,962
-1,181
| -4% | -$66.3K | 0.03% | 469 |
|
|
2018
Q3 | $3.08M | Buy |
31,143
+7,956
| +34% | +$788K | 0.05% | 322 |
|
|
2018
Q2 | $1.43M | Sell |
23,187
-3,993
| -15% | -$246K | 0.03% | 452 |
|
|
2018
Q1 | $1.34M | Sell |
27,180
-1,956
| -7% | -$96.2K | 0.03% | 461 |
|
|
2017
Q4 | $1.01M | Buy |
29,136
+16,380
| +128% | +$568K | 0.02% | 549 |
|
|
2017
Q3 | $368K | Buy |
12,756
+3,544
| +38% | +$102K | 0.01% | 918 |
|
|
2017
Q2 | $216K | Buy |
+9,212
| New | +$216K | ﹤0.01% | 1142 |
|