Nations 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
Q2 | $980K | Sell |
14,427
-30
| -0.2% | -$2.04K | 0.07% | 295 |
|
|
2025
Q1 | $785K | Buy |
14,457
+81
| +0.6% | +$4.4K | 0.06% | 323 |
|
|
2024
Q4 | $1.22M | Buy |
14,376
+6,632
| +86% | +$564K | 0.09% | 241 |
|
|
2024
Q3 | $520K | Buy |
7,744
+145
| +2% | +$9.73K | 0.04% | 426 |
|
|
2024
Q2 | $490K | Buy |
7,599
+70
| +0.9% | +$4.51K | 0.04% | 409 |
|
|
2024
Q1 | $637K | Buy |
+7,529
| New | +$637K | 0.05% | 356 |
|
|
2022
Q1 | – | Sell |
-1,631
| Closed | -$263K | – | 567 |
|
|
2021
Q4 | $263K | Sell |
1,631
-1,155
| -41% | -$186K | 0.03% | 419 |
|
|
2021
Q3 | $668K | Buy |
2,786
+740
| +36% | +$177K | 0.1% | 223 |
|
|
2021
Q2 | $499K | Sell |
2,046
-250
| -11% | -$61K | 0.08% | 255 |
|
|
2021
Q1 | $521K | Buy |
2,296
+705
| +44% | +$160K | 0.12% | 215 |
|
|
2020
Q4 | $346K | Buy |
1,591
+85
| +6% | +$18.5K | 0.09% | 243 |
|
|
2020
Q3 | $245K | Buy |
+1,506
| New | +$245K | 0.08% | 251 |
|
|
2020
Q2 | – | Sell |
-10,858
| Closed | -$569K | – | 283 |
|
|
2020
Q1 | $569K | Buy |
10,858
+123
| +1% | +$6.45K | 0.24% | 129 |
|
|
2019
Q4 | $672K | Buy |
+10,735
| New | +$672K | 0.23% | 137 |
|
|
2018
Q3 | – | Sell |
-5,300
| Closed | -$327K | – | 175 |
|
|
2018
Q2 | $327K | Buy |
+5,300
| New | +$327K | 0.27% | 107 |
|