OF
XYZ

Optimize Financial’s Block, Inc. XYZ Stock Holding History

Optimize Financial’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$426K Sell
6,266
-44
-0.7% -$2.99K 0.26% 103
2025
Q1 		$343K Buy
6,310
+1,066
+20% +$57.9K 0.25% 144
2024
Q4 		$446K Buy
+5,244
New +$446K 0.33% 86