Riverview Trust Company’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 |
-329
| Closed | -$17.9K | – | 601 |
|
|
2025
Q1 | $17.9K | Sell |
329
-14
| -4% | -$761 | 0.02% | 471 |
|
|
2024
Q4 | $29.2K | Hold |
343
| – | – | 0.03% | 319 |
|
|
2024
Q3 | $23K | Buy |
343
+14
| +4% | +$940 | 0.02% | 404 |
|
|
2024
Q2 | $21.2K | Hold |
329
| – | – | 0.02% | 407 |
|
|
2024
Q1 | $27.8K | Buy |
+329
| New | +$27.8K | 0.02% | 359 |
|
|
2023
Q2 | – | Sell |
-332
| Closed | -$22.8K | – | 768 |
|
|
2023
Q1 | $22.8K | Buy |
332
+144
| +77% | +$9.89K | 0.02% | 322 |
|
|
2022
Q4 | $12K | Sell |
188
-257
| -58% | -$16.4K | 0.01% | 647 |
|
|
2022
Q3 | $24K | Buy |
445
+70
| +19% | +$3.78K | 0.02% | 332 |
|
|
2022
Q2 | $23K | Buy |
+375
| New | +$23K | 0.02% | 358 |
|