Parkside Financial Bank & Trust’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7K | Buy |
452
+108
| +31% | +$7.34K | ﹤0.01% | 1070 |
|
|
2025
Q1 | $18.7K | Sell |
344
-84
| -20% | -$4.56K | ﹤0.01% | 1172 |
|
|
2024
Q4 | $36.4K | Buy |
428
+43
| +11% | +$3.66K | ﹤0.01% | 904 |
|
|
2024
Q3 | $25.8K | Buy |
385
+81
| +27% | +$5.44K | ﹤0.01% | 987 |
|
|
2024
Q2 | $19.6K | Sell |
304
-106
| -26% | -$6.84K | ﹤0.01% | 1025 |
|
|
2024
Q1 | $34.7K | Buy |
410
+110
| +37% | +$9.3K | 0.01% | 872 |
|
|
2023
Q4 | $23.2K | Buy |
300
+190
| +173% | +$14.7K | ﹤0.01% | 938 |
|
|
2023
Q3 | $4.87K | Sell |
110
-121
| -52% | -$5.36K | ﹤0.01% | 1382 |
|
|
2023
Q2 | $15.4K | Sell |
231
-406
| -64% | -$27K | ﹤0.01% | 983 |
|
|
2023
Q1 | $43.7K | Buy |
637
+128
| +25% | +$8.79K | 0.01% | 646 |
|
|
2022
Q4 | $32K | Buy |
509
+89
| +21% | +$5.59K | 0.01% | 709 |
|
|
2022
Q3 | $23K | Sell |
420
-206
| -33% | -$11.3K | 0.01% | 765 |
|
|
2022
Q2 | $39K | Buy |
626
+569
| +998% | +$35.4K | 0.01% | 606 |
|
|
2022
Q1 | $7K | Sell |
57
-44
| -44% | -$5.4K | ﹤0.01% | 1177 |
|
|
2021
Q4 | $16K | Sell |
101
-310
| -75% | -$49.1K | ﹤0.01% | 885 |
|
|
2021
Q3 | $99K | Buy |
411
+48
| +13% | +$11.6K | 0.03% | 330 |
|
|
2021
Q2 | $88K | Buy |
363
+19
| +6% | +$4.61K | 0.03% | 354 |
|
|
2021
Q1 | $78K | Sell |
344
-85
| -20% | -$19.3K | 0.02% | 366 |
|
|
2020
Q4 | $93K | Buy |
429
+314
| +273% | +$68.1K | 0.03% | 332 |
|
|
2020
Q3 | $18K | Sell |
115
-46
| -29% | -$7.2K | 0.01% | 680 |
|
|
2020
Q2 | $17K | Hold |
161
| – | – | 0.01% | 690 |
|
|
2020
Q1 | $8K | Buy |
161
+96
| +148% | +$4.77K | ﹤0.01% | 786 |
|
|
2019
Q4 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 1020 |
|
|
2019
Q3 | – | Sell |
-83
| Closed | -$6K | – | 1674 |
|
|
2019
Q2 | $6K | Sell |
83
-133
| -62% | -$9.61K | ﹤0.01% | 932 |
|
|
2019
Q1 | $16K | Sell |
216
-35
| -14% | -$2.59K | 0.01% | 679 |
|
|
2018
Q4 | $14K | Sell |
251
-194
| -44% | -$10.8K | 0.01% | 669 |
|
|
2018
Q3 | $44K | Hold |
445
| – | – | 0.02% | 403 |
|
|
2018
Q2 | $27K | Sell |
445
-132
| -23% | -$8.01K | 0.01% | 505 |
|
|
2018
Q1 | $29K | Hold |
577
| – | – | 0.01% | 472 |
|
|
2017
Q4 | $20K | Sell |
577
-76
| -12% | -$2.63K | 0.01% | 580 |
|
|
2017
Q3 | $19K | Hold |
653
| – | – | 0.01% | 577 |
|
|
2017
Q2 | $16K | Buy |
653
+453
| +227% | +$11.1K | 0.01% | 616 |
|
|
2017
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 923 |
|
|
2016
Q3 | – | Sell |
-500
| Closed | -$5K | – | 1113 |
|
|
2016
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 817 |
|
|
2016
Q1 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 711 |
|