Sargent Investment Group’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
Q2 | $266K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $299K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $300K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $279K | Sell |
|
|||||
|
2023
Q1 | $365K | Sell |
|
|||||
|
2022
Q4 | $2.74M | Sell |
|
|||||
|
2022
Q3 | $2.87M | Buy |
|
|||||
|
2022
Q2 | $2.74M | Sell |
|
|||||
|
2022
Q1 | $6.18M | Sell |
|
|||||
|
2021
Q4 | $8.53M | Sell |
|
|||||
|
2021
Q3 | $12.8M | Sell |
|
|||||
|
2021
Q2 | $13.1M | Sell |
|
|||||
|
2021
Q1 | $12.6M | Sell |
|
|||||
|
2020
Q4 | $12.3M | Sell |
|
|||||
|
2020
Q3 | $10.1M | Sell |
|
|||||
|
2020
Q2 | $7.29M | Sell |
|
|||||
|
2020
Q1 | $4.08M | Sell |
|
|||||
|
2019
Q4 | $4.98M | Buy |
|
|||||
|
2019
Q3 | $3.81M | Sell |
|
|||||
|
2019
Q2 | $4.89M | Sell |
|
|||||
|
2019
Q1 | $5.65M | Buy |
|
|||||
|
2018
Q4 | $3.88M | Buy |
|