Northern Financial Advisors’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$834K Sell
795
-10
-1% -$10.5K 0.63% 48
2025
Q1
$762K Sell
805
-7
-0.9% -$6.63K 0.63% 53
2024
Q4
$832K Buy
+812
New +$832K 0.67% 48
2024
Q3
Sell
-828
Closed -$652K 106
2024
Q2
$652K Hold
828
0.52% 61
2024
Q1
$690K Sell
828
-6
-0.7% -$5K 0.54% 62
2023
Q4
$677K Buy
834
+276
+49% +$224K 0.57% 61
2023
Q3
$361K Sell
558
-32
-5% -$20.7K 0.33% 84
2023
Q2
$366K Sell
590
-48
-8% -$29.8K 0.32% 82
2023
Q1
$427K Buy
+638
New +$427K 0.4% 74