Rakuten 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 | $167K | Sell |
2,457
-877
| -26% | -$59.6K | 0.07% | 136 |
|
|
2025
Q1 | $181K | Sell |
3,334
-699
| -17% | -$38K | 0.09% | 119 |
|
|
2024
Q4 | $343K | Sell |
4,033
-601
| -13% | -$51.1K | 0.14% | 76 |
|
|
2024
Q3 | $311K | Sell |
4,634
-1,045
| -18% | -$70.2K | 0.14% | 69 |
|
|
2024
Q2 | $366K | Buy |
5,679
+2,266
| +66% | +$146K | 0.16% | 69 |
|
|
2024
Q1 | $289K | Sell |
3,413
-6,855
| -67% | -$580K | 0.13% | 76 |
|
|
2023
Q4 | $794K | Buy |
+10,268
| New | +$794K | 0.63% | 30 |
|