Prospera Financial Services’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 | $970K | Buy |
14,284
+789
| +6% | +$53.6K | 0.02% | 671 |
|
|
2025
Q1 | $733K | Buy |
13,495
+427
| +3% | +$23.2K | 0.02% | 648 |
|
|
2024
Q4 | $1.11M | Buy |
13,068
+4,570
| +54% | +$388K | 0.03% | 508 |
|
|
2024
Q3 | $571K | Buy |
8,498
+383
| +5% | +$25.7K | 0.01% | 677 |
|
|
2024
Q2 | $523K | Sell |
8,115
-482
| -6% | -$31.1K | 0.01% | 695 |
|
|
2024
Q1 | $727K | Sell |
8,597
-62
| -0.7% | -$5.24K | 0.02% | 585 |
|
|
2023
Q4 | $670K | Buy |
8,659
+1,083
| +14% | +$83.8K | 0.02% | 569 |
|
|
2023
Q3 | $335K | Sell |
7,576
-1,321
| -15% | -$58.5K | 0.01% | 760 |
|
|
2023
Q2 | $592K | Buy |
8,897
+6
| +0.1% | +$399 | 0.02% | 563 |
|
|
2023
Q1 | $610K | Buy |
8,891
+537
| +6% | +$36.9K | 0.03% | 553 |
|
|
2022
Q4 | $525K | Sell |
8,354
-1,133
| -12% | -$71.2K | 0.03% | 522 |
|
|
2022
Q3 | $522K | Buy |
9,487
+1,920
| +25% | +$106K | 0.03% | 508 |
|
|
2022
Q2 | $465K | Sell |
7,567
-3,372
| -31% | -$207K | 0.02% | 534 |
|
|
2022
Q1 | $1.48M | Buy |
10,939
+3,324
| +44% | +$451K | 0.06% | 335 |
|
|
2021
Q4 | $1.23M | Sell |
7,615
-6,295
| -45% | -$1.02M | 0.05% | 359 |
|
|
2021
Q3 | $3.34M | Sell |
13,910
-1,194
| -8% | -$286K | 0.17% | 159 |
|
|
2021
Q2 | $3.68M | Buy |
15,104
+5,313
| +54% | +$1.3M | 0.18% | 134 |
|
|
2021
Q1 | $2.22M | Sell |
9,791
-2,759
| -22% | -$626K | 0.13% | 195 |
|
|
2020
Q4 | $2.73M | Buy |
12,550
+12,185
| +3,338% | +$2.65M | 0.19% | 130 |
|
|
2020
Q3 | $59K | Sell |
365
-18,554
| -98% | -$3M | 0.02% | 563 |
|
|
2020
Q2 | $1.99M | Buy |
18,919
+13,061
| +223% | +$1.37M | 0.18% | 159 |
|
|
2020
Q1 | $307K | Sell |
5,858
-11,444
| -66% | -$600K | 0.03% | 391 |
|
|
2019
Q4 | $1.08M | Sell |
17,302
-2,934
| -14% | -$183K | 0.08% | 249 |
|
|
2019
Q3 | $1.25M | Buy |
20,236
+80
| +0.4% | +$4.96K | 0.13% | 160 |
|
|
2019
Q2 | $1.5M | Buy |
+20,156
| New | +$1.5M | 0.17% | 126 |
|
|
2019
Q1 | – | Sell |
-15,171
| Closed | -$879K | – | 454 |
|
|
2018
Q4 | $879K | Buy |
15,171
+3,716
| +32% | +$215K | 0.18% | 129 |
|
|
2018
Q3 | $1.05M | Buy |
11,455
+7,465
| +187% | +$685K | 0.2% | 121 |
|
|
2018
Q2 | $254K | Buy |
+3,990
| New | +$254K | 0.03% | 388 |
|
|
2018
Q1 | – | Sell |
-12,745
| Closed | -$486K | – | 468 |
|
|
2017
Q4 | $486K | Buy |
+12,745
| New | +$486K | 0.07% | 222 |
|