OneDigital Investment Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,943
| Closed | -$322K | – | 1613 |
|
|
2025
Q4 | $322K | Sell |
4,943
-349
| -7% | -$24.1K | ﹤0.01% | 1173 |
|
|
2025
Q3 | $382K | Sell |
5,292
-299
| -5% | -$22.4K | ﹤0.01% | 1055 |
|
|
2025
Q2 | $380K | Buy |
5,591
+20
| +0.4% | +$1.16K | ﹤0.01% | 1036 |
|
|
2025
Q1 | $303K | Buy |
5,571
+3
| +0.1% | +$224 | ﹤0.01% | 1098 |
|
|
2024
Q4 | $473K | Sell |
5,568
-1,025
| -16% | -$84.1K | 0.01% | 912 |
|
|
2024
Q3 | $443K | Buy |
6,593
+813
| +14% | +$52.5K | 0.01% | 983 |
|
|
2024
Q2 | $373K | Buy |
5,780
+860
| +17% | +$60.2K | ﹤0.01% | 1010 |
|
|
2024
Q1 | $416K | Sell |
4,920
-225
| -4% | -$16.3K | 0.01% | 804 |
|
|
2023
Q4 | $398K | Buy |
5,145
+544
| +12% | +$30.8K | 0.01% | 806 |
|
|
2023
Q3 | $204K | Buy |
4,601
+62
| +1% | +$3.84K | ﹤0.01% | 937 |
|
|
2023
Q2 | $302K | Sell |
4,539
-3,385
| -43% | -$211K | 0.01% | 826 |
|
|
2023
Q1 | $544K | Buy |
7,924
+3,396
| +75% | +$254K | 0.01% | 586 |
|
|
2022
Q4 | $285K | Sell |
4,528
-1,224
| -21% | -$75.5K | 0.01% | 688 |
|
|
2022
Q3 | $316K | Sell |
5,752
-2,242
| -28% | -$159K | 0.01% | 584 |
|
|
2022
Q2 | $491K | Sell |
7,994
-415
| -5% | -$37.9K | 0.02% | 422 |
|
|
2022
Q1 | $1.14M | Sell |
8,409
-374
| -4% | -$45.3K | 0.04% | 242 |
|
|
2021
Q4 | $1.42M | Buy |
8,783
+592
| +7% | +$128K | 0.05% | 223 |
|
|
2021
Q3 | $1.97M | Buy |
8,191
+1,010
| +14% | +$259K | 0.08% | 163 |
|
|
2021
Q2 | $1.75M | Sell |
7,181
-1,843
| -20% | -$427K | 0.07% | 176 |
|
|
2021
Q1 | $2.05M | Buy |
9,024
+1,231
| +16% | +$288K | 0.1% | 147 |
|
|
2020
Q4 | $1.72M | Buy |
7,793
+1,094
| +16% | +$213K | 0.09% | 157 |
|
|
2020
Q3 | $1.11M | Buy |
6,699
+349
| +5% | +$49.3K | 0.08% | 191 |
|
|
2020
Q2 | $724K | Buy |
6,350
+3,170
| +100% | +$243K | 0.05% | 248 |
|
|
2020
Q1 | $235K | Sell |
3,180
-200
| -6% | -$13.7K | 0.02% | 432 |
|
|
2019
Q4 | $211K | Sell |
3,380
-100
| -3% | -$6.39K | 0.02% | 506 |
|
|
2019
Q3 | $216K | Sell |
3,480
-1,129
| -24% | -$76.7K | 0.02% | 475 |
|
|
2019
Q2 | $334K | Buy |
4,609
+1,270
| +38% | +$88.7K | 0.03% | 324 |
|
|
2019
Q1 | $251K | Buy |
3,339
+3,204
| +2,373% | +$232K | 0.04% | 254 |
|
|
2018
Q4 | $8K | Sell |
135
-2,970
| -96% | -$210K | ﹤0.01% | 894 |
|
|
2018
Q3 | $307K | Buy |
3,105
+125
| +4% | +$9.64K | 0.07% | 137 |
|
|
2018
Q2 | $184K | Buy |
2,980
+1,050
| +54% | +$57.8K | 0.04% | 230 |
|
|
2018
Q1 | $95K | Hold |
1,930
| – | – | 0.02% | 356 |
|
|
2017
Q4 | $67K | Buy |
1,930
+625
| +48% | +$22.9K | 0.01% | 434 |
|
|
2017
Q3 | $38K | Buy |
1,305
+355
| +37% | +$9.29K | 0.01% | 456 |
|
|
2017
Q2 | $22K | Buy |
+950
| New | +$19.6K | 0.01% | 720 |
|
Other funds holding XYZ
VCM
VPM
OneDigital Investment Advisors's XYZ Position: Q1 2026 in Review
OneDigital Investment Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 4,943 shares — an estimated $322K sold.
OneDigital Investment Advisors first reported a position in XYZ in Q2 2017 and held it in 35 quarters. The position peaked at $2.05M in Q1 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- OneDigital Investment Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
- OneDigital Investment Advisors sold 4,943 Block Inc shares in Q1 2026, an estimated $322K.
- OneDigital Investment Advisors first reported a position in Block Inc in Q2 2017 and held it in 35 quarters.
- OneDigital Investment Advisors's Block Inc position peaked at $2.05M in Q1 2021.
- 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.