Principal Securities’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 | $743K | Buy |
10,935
+4,616
| +73% | +$314K | 0.01% | 705 |
|
|
2025
Q1 | $537K | Buy |
6,319
+164
| +3% | +$13.9K | 0.01% | 743 |
|
|
2024
Q4 | $523K | Buy |
6,155
+149
| +2% | +$12.7K | 0.01% | 750 |
|
|
2024
Q3 | $403K | Buy |
6,006
+295
| +5% | +$19.8K | 0.01% | 837 |
|
|
2024
Q2 | $368K | Sell |
5,711
-622
| -10% | -$40.1K | 0.01% | 815 |
|
|
2024
Q1 | $536K | Sell |
6,333
-282
| -4% | -$23.9K | 0.02% | 635 |
|
|
2023
Q4 | $512K | Buy |
+6,615
| New | +$512K | 0.02% | 592 |
|