Nations Financial Group’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Sell
2025
Q2
$980K Sell
2025
Q1
$785K Buy
2024
Q4
$1.22M Buy
2024
Q3
$520K Buy
2024
Q2
$490K Buy
2024
Q1
$637K Buy
2022
Q1
Sell
2021
Q4
$263K Sell
2021
Q3
$668K Buy
2021
Q2
$499K Sell
2021
Q1
$521K Buy
2020
Q4
$346K Buy
2020
Q3
$245K Buy
2020
Q2
Sell
2020
Q1
$569K Buy
2019
Q4
$672K Buy
2018
Q3
Sell
2018
Q2
$327K Buy