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 |  |