Phoenix Financial’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 | – | Sell |
-11,200
| Closed | -$608K | – | 453 |
|
|
2025
Q1 | $608K | Buy |
+11,200
| New | +$608K | 0.01% | 249 |
|
|
2024
Q2 | – | Sell |
-2,413
| Closed | -$203K | – | 433 |
|
|
2024
Q1 | $203K | Buy |
+2,413
| New | +$203K | ﹤0.01% | 381 |
|
|
2021
Q1 | – | Sell |
-2,208
| Closed | -$486K | – | 486 |
|
|
2020
Q4 | $486K | Sell |
2,208
-2,536
| -53% | -$558K | 0.01% | 258 |
|
|
2020
Q3 | $738K | Sell |
4,744
-90
| -2% | -$14K | 0.03% | 217 |
|
|
2020
Q2 | $473K | Buy |
+4,834
| New | +$473K | 0.02% | 243 |
|