Regions Financial Corp’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 | – | Sell |
-40,048
| Closed | -$2.18M | – | 873 |
|
2025
Q1 | $2.18M | Buy |
+40,048
| New | +$2.18M | 0.02% | 353 |
|
2022
Q1 | – | Sell |
-1,373
| Closed | -$221K | – | 948 |
|
2021
Q4 | $221K | Sell |
1,373
-268
| -16% | -$43.1K | ﹤0.01% | 859 |
|
2021
Q3 | $394K | Buy |
1,641
+428
| +35% | +$103K | ﹤0.01% | 681 |
|
2021
Q2 | $296K | Buy |
1,213
+50
| +4% | +$12.2K | ﹤0.01% | 756 |
|
2021
Q1 | $264K | Sell |
1,163
-107
| -8% | -$24.3K | ﹤0.01% | 746 |
|
2020
Q4 | $277K | Buy |
+1,270
| New | +$277K | ﹤0.01% | 707 |
|
2019
Q2 | – | Sell |
-577
| Closed | -$43K | – | 1762 |
|
2019
Q1 | $43K | Buy |
577
+200
| +53% | +$14.9K | ﹤0.01% | 1180 |
|
2018
Q4 | $22K | Sell |
377
-1,223
| -76% | -$71.4K | ﹤0.01% | 1338 |
|
2018
Q3 | $159K | Buy |
1,600
+428
| +37% | +$42.5K | ﹤0.01% | 891 |
|
2018
Q2 | $72K | Sell |
1,172
-978
| -45% | -$60.1K | ﹤0.01% | 1107 |
|
2018
Q1 | $106K | Sell |
2,150
-144
| -6% | -$7.1K | ﹤0.01% | 1026 |
|
2017
Q4 | $80K | Buy |
+2,294
| New | +$80K | ﹤0.01% | 1113 |
|