Savant Capital’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 | $343K | Sell |
5,053
-1,238
| -20% | -$84.1K | ﹤0.01% | 1298 |
|
|
2025
Q1 | $342K | Buy |
6,291
+277
| +5% | +$15.1K | ﹤0.01% | 1145 |
|
|
2024
Q4 | $511K | Buy |
6,014
+353
| +6% | +$30K | ﹤0.01% | 876 |
|
|
2024
Q3 | $380K | Sell |
5,661
-3,071
| -35% | -$206K | ﹤0.01% | 991 |
|
|
2024
Q2 | $563K | Sell |
8,732
-12,547
| -59% | -$809K | 0.01% | 747 |
|
|
2024
Q1 | $1.8M | Buy |
21,279
+16,507
| +346% | +$1.4M | 0.02% | 381 |
|
|
2023
Q4 | $369K | Buy |
4,772
+209
| +5% | +$16.2K | ﹤0.01% | 641 |
|
|
2023
Q3 | $202K | Buy |
4,563
+318
| +7% | +$14.1K | ﹤0.01% | 759 |
|
|
2023
Q2 | $283K | Sell |
4,245
-262
| -6% | -$17.4K | ﹤0.01% | 660 |
|
|
2023
Q1 | $309K | Buy |
+4,507
| New | +$309K | 0.01% | 588 |
|