ROI Financial Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
524
-17
| -3% | -$17.8K | 0.35% | 44 |
|
|
2025
Q1 | $512K | Sell |
541
-6
| -1% | -$5.68K | 0.37% | 42 |
|
|
2024
Q4 | $561K | Buy |
+547
| New | +$561K | 0.38% | 39 |
|
|
2024
Q3 | – | Sell |
-548
| Closed | -$430K | – | 66 |
|
|
2024
Q2 | $430K | Buy |
548
+7
| +1% | +$5.49K | 0.31% | 44 |
|
|
2024
Q1 | $451K | Buy |
541
+2
| +0.4% | +$1.67K | 0.35% | 43 |
|
|
2023
Q4 | $438K | Buy |
+539
| New | +$438K | 0.36% | 48 |
|