Pflug Koory’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 | $3.87K | Hold |
57
| – | – | ﹤0.01% | 366 |
|
2025
Q1 | $3.1K | Hold |
57
| – | – | ﹤0.01% | 359 |
|
2024
Q4 | $4.84K | Hold |
57
| – | – | ﹤0.01% | 351 |
|
2024
Q3 | $3.83K | Buy |
+57
| New | +$3.83K | ﹤0.01% | 359 |
|
2024
Q1 | $4.82K | Hold |
57
| – | – | ﹤0.01% | 359 |
|
2023
Q4 | $4.41K | Hold |
57
| – | – | ﹤0.01% | 365 |
|
2023
Q3 | $2.52K | Hold |
57
| – | – | ﹤0.01% | 376 |
|
2023
Q2 | $3.79K | Hold |
57
| – | – | ﹤0.01% | 375 |
|
2023
Q1 | $3.91K | Hold |
57
| – | – | ﹤0.01% | 380 |
|
2022
Q4 | $4K | Hold |
57
| – | – | ﹤0.01% | 386 |
|
2022
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 431 |
|
2022
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 405 |
|
2022
Q1 | $8K | Sell |
57
-100
| -64% | -$14K | ﹤0.01% | 372 |
|
2021
Q4 | $25K | Hold |
157
| – | – | 0.01% | 307 |
|
2021
Q3 | $38K | Hold |
157
| – | – | 0.02% | 277 |
|
2021
Q2 | $38K | Hold |
157
| – | – | 0.02% | 279 |
|
2021
Q1 | $36K | Hold |
157
| – | – | 0.02% | 273 |
|
2020
Q4 | $34K | Hold |
157
| – | – | 0.02% | 265 |
|
2020
Q3 | $26K | Hold |
157
| – | – | 0.02% | 260 |
|
2020
Q2 | $16K | Hold |
157
| – | – | 0.01% | 281 |
|
2020
Q1 | $8K | Hold |
157
| – | – | 0.01% | 321 |
|
2019
Q4 | $10K | Buy |
157
+57
| +57% | +$3.63K | 0.01% | 333 |
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 363 |
|
2019
Q2 | $7K | Hold |
100
| – | – | 0.01% | 347 |
|
2019
Q1 | $7K | Hold |
100
| – | – | 0.01% | 357 |
|
2018
Q4 | $6K | Buy |
+100
| New | +$6K | 0.01% | 350 |
|