Riggs Asset Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-16
| Closed | -$1.09K | – | 923 |
|
|
2025
Q2 | $1.09K | Hold |
16
| – | – | ﹤0.01% | 751 |
|
|
2025
Q1 | $870 | Buy |
16
+9
| +129% | +$672 | ﹤0.01% | 505 |
|
|
2024
Q4 | $613 | Buy |
+7
| New | +$574 | ﹤0.01% | 518 |
|
|
2024
Q3 | – | Sell |
-11
| Closed | -$710 | – | 717 |
|
|
2024
Q2 | $710 | Sell |
11
-74
| -87% | -$5.18K | ﹤0.01% | 493 |
|
|
2024
Q1 | $7.19K | Hold |
85
| – | – | ﹤0.01% | 260 |
|
|
2023
Q4 | $6.58K | Buy |
85
+10
| +13% | +$565 | ﹤0.01% | 274 |
|
|
2023
Q3 | $3.32K | Hold |
75
| – | – | ﹤0.01% | 316 |
|
|
2023
Q2 | $4.99K | Hold |
75
| – | – | ﹤0.01% | 280 |
|
|
2023
Q1 | $5.15K | Buy |
75
+35
| +88% | +$2.62K | ﹤0.01% | 264 |
|
|
2022
Q4 | $2.51K | Sell |
40
-195
| -83% | -$12K | ﹤0.01% | 261 |
|
|
2022
Q3 | $13K | Sell |
235
-12,091
| -98% | -$856K | 0.01% | 202 |
|
|
2022
Q2 | $758K | Sell |
12,326
-1,755
| -12% | -$160K | 0.31% | 61 |
|
|
2022
Q1 | $1.91M | Buy |
14,081
+736
| +6% | +$89.1K | 0.56% | 52 |
|
|
2021
Q4 | $2.15M | Buy |
13,345
+164
| +1% | +$35.5K | 0.58% | 49 |
|
|
2021
Q3 | $3.16M | Sell |
13,181
-435
| -3% | -$112K | 0.95% | 39 |
|
|
2021
Q2 | $3.32M | Buy |
13,616
+367
| +3% | +$85.1K | 0.92% | 44 |
|
|
2021
Q1 | $3.01M | Sell |
13,249
-724
| -5% | -$169K | 0.91% | 43 |
|
|
2020
Q4 | $3.04M | Buy |
13,973
+171
| +1% | +$33.4K | 0.93% | 41 |
|
|
2020
Q3 | $2.24M | Buy |
13,802
+13,796
| +229,933% | +$1.95M | 0.95% | 32 |
|
|
2020
Q2 | $0 | Sell |
6
-6
| -50% | -$459 | ﹤0.01% | 291 |
|
|
2020
Q1 | $0 | Buy |
+12
| New | +$821 | ﹤0.01% | 306 |
|