Riggs Asset Management’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
$1.09K Hold
16
﹤0.01% 751
2025
Q1
$870 Buy
16
+9
+129% +$489 ﹤0.01% 505
2024
Q4
$613 Buy
+7
New +$613 ﹤0.01% 518
2024
Q3
Sell
-11
Closed -$710 717
2024
Q2
$710 Sell
11
-74
-87% -$4.78K ﹤0.01% 493
2024
Q1
$7.19K Hold
85
﹤0.01% 260
2023
Q4
$6.58K Buy
85
+10
+13% +$774 ﹤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% +$2.4K ﹤0.01% 264
2022
Q4
$2.51K Sell
40
-195
-83% -$12.3K ﹤0.01% 261
2022
Q3
$13K Sell
235
-12,091
-98% -$669K 0.01% 202
2022
Q2
$758K Sell
12,326
-1,755
-12% -$108K 0.31% 61
2022
Q1
$1.91M Buy
14,081
+736
+6% +$99.8K 0.56% 52
2021
Q4
$2.16M Buy
13,345
+164
+1% +$26.5K 0.58% 49
2021
Q3
$3.16M Sell
13,181
-435
-3% -$104K 0.95% 39
2021
Q2
$3.32M Buy
13,616
+367
+3% +$89.5K 0.92% 44
2021
Q1
$3.01M Sell
13,249
-724
-5% -$164K 0.91% 43
2020
Q4
$3.04M Buy
13,973
+171
+1% +$37.2K 0.93% 41
2020
Q3
$2.24M Buy
13,802
+13,796
+229,933% +$2.24M 0.95% 32
2020
Q2
$0 Sell
6
-6
-50% ﹤0.01% 291
2020
Q1
$0 Buy
+12
New ﹤0.01% 306