Royal Fund 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 |
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|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $3.19M | Buy |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $2.34M | Sell |
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|
2023
Q4 | $2.59M | Sell |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $2.11M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.14M | Buy |
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|
2021
Q3 | $2.78M | Buy |
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|
2021
Q2 | $2.58M | Buy |
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|
2021
Q1 | $2.07M | Buy |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $949K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Buy |
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|
2019
Q3 | $1K | Sell |
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|
2019
Q2 | $12K | Sell |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $31K | Buy |
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|
2018
Q3 | $14K | Hold |
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|
2018
Q2 | $9K | Buy |
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