Pin Oak Investment Advisors’s Block Inc XYZ Stock Holding History

Pin Oak Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$11.2K	Buy
2021 Q1	–	Sell
2020 Q4	$12K	Buy
2019 Q4	–	Sell
2019 Q3	$4K	Hold
2019 Q2	$4K	Buy