Oarsman Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-875
| Closed | -$74.4K | – | 898 |
|
|
2024
Q4 | $74.4K | Sell |
875
-533
| -38% | -$45.3K | 0.01% | 377 |
|
|
2024
Q3 | $94.5K | Buy |
+1,408
| New | +$94.5K | 0.02% | 347 |
|
|
2022
Q2 | – | Sell |
-1,978
| Closed | -$268K | – | 191 |
|
|
2022
Q1 | $268K | Buy |
1,978
+25
| +1% | +$3.39K | 0.1% | 160 |
|
|
2021
Q4 | $315K | Buy |
1,953
+134
| +7% | +$21.6K | 0.12% | 143 |
|
|
2021
Q3 | $436K | Buy |
1,819
+21
| +1% | +$5.03K | 0.18% | 128 |
|
|
2021
Q2 | $438K | Sell |
1,798
-36
| -2% | -$8.77K | 0.17% | 129 |
|
|
2021
Q1 | $416K | Sell |
1,834
-711
| -28% | -$161K | 0.18% | 129 |
|
|
2020
Q4 | $554K | Sell |
2,545
-61
| -2% | -$13.3K | 0.22% | 108 |
|
|
2020
Q3 | $424K | Sell |
2,606
-230
| -8% | -$37.4K | 0.19% | 110 |
|
|
2020
Q2 | $298K | Buy |
+2,836
| New | +$298K | 0.15% | 123 |
|