Oakworth Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-50
| Closed | -$4.23K | – | 733 |
|
|
2024
Q1 | $4.23K | Hold |
50
| – | – | ﹤0.01% | 558 |
|
|
2023
Q4 | $3.87K | Hold |
50
| – | – | ﹤0.01% | 570 |
|
|
2023
Q3 | $2.21K | Hold |
50
| – | – | ﹤0.01% | 547 |
|
|
2023
Q2 | $3.33K | Hold |
50
| – | – | ﹤0.01% | 567 |
|
|
2023
Q1 | $3.43K | Hold |
50
| – | – | ﹤0.01% | 523 |
|
|
2022
Q4 | $3.14K | Hold |
50
| – | – | ﹤0.01% | 506 |
|
|
2022
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 527 |
|
|
2022
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 519 |
|
|
2022
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 477 |
|
|
2021
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 508 |
|
|
2021
Q2 | – | Sell |
-393
| Closed | -$89K | – | 618 |
|
|
2021
Q1 | $89K | Hold |
393
| – | – | 0.01% | 249 |
|
|
2020
Q4 | $86K | Sell |
393
-63
| -14% | -$13.8K | 0.01% | 235 |
|
|
2020
Q3 | $74K | Buy |
456
+28
| +7% | +$4.54K | 0.01% | 236 |
|
|
2020
Q2 | $45K | Buy |
428
+87
| +26% | +$9.15K | 0.01% | 287 |
|
|
2020
Q1 | $18K | Buy |
341
+34
| +11% | +$1.8K | ﹤0.01% | 336 |
|
|
2019
Q4 | $21K | Buy |
307
+11
| +4% | +$752 | ﹤0.01% | 370 |
|
|
2019
Q3 | $18K | Buy |
296
+83
| +39% | +$5.05K | ﹤0.01% | 391 |
|
|
2019
Q2 | $15K | Buy |
213
+192
| +914% | +$13.5K | ﹤0.01% | 451 |
|
|
2019
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 557 |
|