Raymond James Financial Services Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.13M | Buy |
106,237
+14,836
| +16% | +$958K | 0.01% | 1034 |
|
|
2024
Q2 | $5.89M | Sell |
91,401
-29,150
| -24% | -$2.04M | 0.01% | 1081 |
|
|
2024
Q1 | $10.2M | Sell |
120,551
-8,841
| -7% | -$639K | 0.02% | 796 |
|
|
2023
Q4 | $10M | Sell |
129,392
-25,595
| -17% | -$1.45M | 0.02% | 758 |
|
|
2023
Q3 | $6.86M | Buy |
154,987
+7,412
| +5% | +$459K | 0.01% | 871 |
|
|
2023
Q2 | $9.82M | Sell |
147,575
-6,308
| -4% | -$394K | 0.02% | 714 |
|
|
2023
Q1 | $10.6M | Buy |
153,883
+26,385
| +21% | +$1.97M | 0.02% | 673 |
|
|
2022
Q4 | $8.01M | Sell |
127,498
-10,601
| -8% | -$654K | 0.02% | 748 |
|
|
2022
Q3 | $7.59M | Buy |
138,099
+5,609
| +4% | +$397K | 0.02% | 733 |
|
|
2022
Q2 | $8.14M | Sell |
132,490
-16,751
| -11% | -$1.53M | 0.02% | 711 |
|
|
2022
Q1 | $20.2M | Sell |
149,241
-40,620
| -21% | -$4.92M | 0.04% | 443 |
|
|
2021
Q4 | $30.7M | Buy |
189,861
+8,851
| +5% | +$1.92M | 0.06% | 324 |
|
|
2021
Q3 | $43.4M | Buy |
181,010
+9,623
| +6% | +$2.47M | 0.09% | 234 |
|
|
2021
Q2 | $41.8M | Sell |
171,387
-530
| -0.3% | -$123K | 0.09% | 244 |
|
|
2021
Q1 | $39M | Sell |
171,917
-27,021
| -14% | -$6.32M | 0.09% | 234 |
|
|
2020
Q4 | $43.3M | Buy |
198,938
+9,865
| +5% | +$1.92M | 0.11% | 195 |
|
|
2020
Q3 | $30.7M | Sell |
189,073
-21,243
| -10% | -$3M | 0.09% | 230 |
|
|
2020
Q2 | $22.1M | Sell |
210,316
-23,401
| -10% | -$1.79M | 0.07% | 276 |
|
|
2020
Q1 | $12.2M | Buy |
233,717
+42,598
| +22% | +$2.91M | 0.05% | 317 |
|
|
2019
Q4 | $12M | Buy |
191,119
+3,264
| +2% | +$209K | 0.04% | 454 |
|
|
2019
Q3 | $11.6M | Sell |
187,855
-29,989
| -14% | -$2.04M | 0.04% | 429 |
|
|
2019
Q2 | $15.8M | Buy |
217,844
+23,726
| +12% | +$1.66M | 0.06% | 345 |
|
|
2019
Q1 | $14.5M | Sell |
194,118
-10,464
| -5% | -$758K | 0.06% | 345 |
|
|
2018
Q4 | $11.5M | Sell |
204,582
-14,675
| -7% | -$1.04M | 0.06% | 318 |
|
|
2018
Q3 | $21.7M | Buy |
219,257
+89,322
| +69% | +$6.89M | 0.1% | 232 |
|
|
2018
Q2 | $8.01M | Buy |
129,935
+21,206
| +20% | +$1.17M | 0.04% | 453 |
|
|
2018
Q1 | $5.35M | Buy |
108,729
+12,015
| +12% | +$551K | 0.03% | 520 |
|
|
2017
Q4 | $3.35M | Sell |
96,714
-47,010
| -33% | -$1.72M | 0.02% | 695 |
|
|
2017
Q3 | $4.14M | Buy |
143,724
+75,627
| +111% | +$1.98M | 0.03% | 602 |
|
|
2017
Q2 | $1.6M | Buy |
68,097
+6,172
| +10% | +$128K | 0.01% | 993 |
|
|
2017
Q1 | $1.07M | Buy |
61,925
+25,210
| +69% | +$394K | 0.01% | 1137 |
|
|
2016
Q4 | $500K | Sell |
36,715
-6,300
| -15% | -$78.4K | ﹤0.01% | 1519 |
|
|
2016
Q3 | $502K | Buy |
43,015
+29,789
| +225% | +$325K | ﹤0.01% | 1499 |
|
|
2016
Q2 | $120K | Buy |
13,226
+1,195
| +10% | +$13.5K | ﹤0.01% | 2086 |
|
|
2016
Q1 | $184K | Buy |
+12,031
| New | +$130K | ﹤0.01% | 1791 |
|
Other funds holding XYZ
Raymond James Financial Services Advisors's XYZ Position: Q3 2024 in Review
Raymond James Financial Services Advisors increased its Block Inc (XYZ) stake by 16% in Q3 2024, buying an estimated $958K and bringing the position to 106,237 shares worth $7.13M. The position accounts for 0.01% of the portfolio, ranked #1034.
Raymond James Financial Services Advisors first reported a position in XYZ in Q1 2016 and has held it in 35 quarters since. The position peaked at $43.4M in Q3 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.
- Raymond James Financial Services Advisors held 106,237 shares of Block Inc worth $7.13M as of Q3 2024.
- Raymond James Financial Services Advisors bought 14,836 Block Inc shares in Q3 2024, an estimated $958K.
- Block Inc made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1034 holding.
- Raymond James Financial Services Advisors first reported a position in Block Inc in Q1 2016 and has held it in 35 quarters since.
- Raymond James Financial Services Advisors's Block Inc position peaked at $43.4M in Q3 2021.
- 987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.