PFG Investments’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 | $741K | Sell |
10,913
-1,654
| -13% | -$112K | 0.04% | 390 |
|
|
2025
Q1 | $683K | Sell |
12,567
-2,128
| -14% | -$116K | 0.04% | 390 |
|
|
2024
Q4 | $1.25M | Sell |
14,695
-975
| -6% | -$82.9K | 0.08% | 242 |
|
|
2024
Q3 | $1.05M | Sell |
15,670
-448
| -3% | -$30.1K | 0.07% | 293 |
|
|
2024
Q2 | $1.04M | Sell |
16,118
-1,256
| -7% | -$81K | 0.07% | 255 |
|
|
2024
Q1 | $1.47M | Buy |
17,374
+6,290
| +57% | +$532K | 0.09% | 253 |
|
|
2023
Q4 | $857K | Sell |
11,084
-418
| -4% | -$32.3K | 0.16% | 152 |
|
|
2023
Q3 | $509K | Sell |
11,502
-637
| -5% | -$28.2K | 0.1% | 224 |
|
|
2023
Q2 | $808K | Sell |
12,139
-1,243
| -9% | -$82.7K | 0.14% | 153 |
|
|
2023
Q1 | $919K | Buy |
+13,382
| New | +$919K | 0.19% | 118 |
|