Prospera Financial Services’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $411K | Sell |
5,407
-734
| -12% | -$51.6K | 0.01% | 1119 |
|
|
2026
Q1 | $370K | Sell |
6,141
-682
| -10% | -$41.5K | 0.01% | 1123 |
|
|
2025
Q4 | $444K | Sell |
6,823
-6,923
| -50% | -$478K | 0.01% | 967 |
|
|
2025
Q3 | $993K | Sell |
13,746
-538
| -4% | -$40.3K | 0.02% | 682 |
|
|
2025
Q2 | $970K | Buy |
14,284
+789
| +6% | +$45.9K | 0.02% | 671 |
|
|
2025
Q1 | $733K | Buy |
13,495
+427
| +3% | +$31.9K | 0.02% | 648 |
|
|
2024
Q4 | $1.11M | Buy |
13,068
+4,570
| +54% | +$375K | 0.03% | 508 |
|
|
2024
Q3 | $571K | Buy |
8,498
+383
| +5% | +$24.7K | 0.01% | 677 |
|
|
2024
Q2 | $523K | Sell |
8,115
-482
| -6% | -$33.7K | 0.01% | 695 |
|
|
2024
Q1 | $727K | Sell |
8,597
-62
| -0.7% | -$4.48K | 0.02% | 585 |
|
|
2023
Q4 | $670K | Buy |
8,659
+1,083
| +14% | +$61.2K | 0.02% | 569 |
|
|
2023
Q3 | $335K | Sell |
7,576
-1,321
| -15% | -$81.8K | 0.01% | 760 |
|
|
2023
Q2 | $592K | Buy |
8,897
+6
| +0.1% | +$375 | 0.02% | 563 |
|
|
2023
Q1 | $610K | Buy |
8,891
+537
| +6% | +$40.2K | 0.03% | 553 |
|
|
2022
Q4 | $525K | Sell |
8,354
-1,133
| -12% | -$69.9K | 0.03% | 522 |
|
|
2022
Q3 | $522K | Buy |
9,487
+1,920
| +25% | +$136K | 0.03% | 508 |
|
|
2022
Q2 | $465K | Sell |
7,567
-3,372
| -31% | -$308K | 0.02% | 534 |
|
|
2022
Q1 | $1.48M | Buy |
10,939
+3,324
| +44% | +$402K | 0.06% | 335 |
|
|
2021
Q4 | $1.23M | Sell |
7,615
-6,295
| -45% | -$1.36M | 0.05% | 359 |
|
|
2021
Q3 | $3.34M | Sell |
13,910
-1,194
| -8% | -$307K | 0.17% | 159 |
|
|
2021
Q2 | $3.68M | Buy |
15,104
+5,313
| +54% | +$1.23M | 0.18% | 134 |
|
|
2021
Q1 | $2.22M | Sell |
9,791
-2,759
| -22% | -$645K | 0.13% | 195 |
|
|
2020
Q4 | $2.73M | Buy |
12,550
+12,185
| +3,338% | +$2.38M | 0.19% | 130 |
|
|
2020
Q3 | $59K | Sell |
365
-18,554
| -98% | -$2.62M | 0.02% | 563 |
|
|
2020
Q2 | $1.99M | Buy |
18,919
+13,061
| +223% | +$1,000K | 0.18% | 159 |
|
|
2020
Q1 | $307K | Sell |
5,858
-11,444
| -66% | -$783K | 0.03% | 391 |
|
|
2019
Q4 | $1.08M | Sell |
17,302
-2,934
| -14% | -$187K | 0.08% | 249 |
|
|
2019
Q3 | $1.25M | Buy |
20,236
+80
| +0.4% | +$5.43K | 0.13% | 160 |
|
|
2019
Q2 | $1.5M | Buy |
+20,156
| New | +$1.41M | 0.17% | 126 |
|
|
2019
Q1 | – | Sell |
-15,171
| Closed | -$879K | – | 454 |
|
|
2018
Q4 | $879K | Buy |
15,171
+3,716
| +32% | +$262K | 0.18% | 129 |
|
|
2018
Q3 | $1.05M | Buy |
11,455
+7,465
| +187% | +$576K | 0.2% | 121 |
|
|
2018
Q2 | $254K | Buy |
+3,990
| New | +$219K | 0.03% | 388 |
|
|
2018
Q1 | – | Sell |
-12,745
| Closed | -$486K | – | 468 |
|
|
2017
Q4 | $486K | Buy |
+12,745
| New | +$467K | 0.07% | 222 |
|
Other funds holding XYZ
CAM
Prospera Financial Services's XYZ Position: Q2 2026 in Review
Prospera Financial Services reduced its Block Inc (XYZ) stake by 12% in Q2 2026, selling an estimated $51.6K and leaving 5,407 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #1119.
Prospera Financial Services first reported a position in XYZ in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.68M in Q2 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.
- Prospera Financial Services held 5,407 shares of Block Inc worth $411K as of Q2 2026.
- Prospera Financial Services sold 734 Block Inc shares in Q2 2026, an estimated $51.6K.
- Block Inc made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1119 holding.
- Prospera Financial Services first reported a position in Block Inc in Q4 2017 and has held it in 33 quarters since.
- Prospera Financial Services's Block Inc position peaked at $3.68M in Q2 2021.
- 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.
Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.