Sequoia Financial Advisors’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 | $609K | Buy |
8,969
+1,582
| +21% | +$107K | ﹤0.01% | 899 |
|
|
2025
Q1 | $401K | Sell |
7,387
-1,732
| -19% | -$94.1K | ﹤0.01% | 938 |
|
|
2024
Q4 | $775K | Buy |
9,119
+797
| +10% | +$67.7K | 0.01% | 660 |
|
|
2024
Q3 | $559K | Buy |
8,322
+1,089
| +15% | +$73.1K | 0.01% | 709 |
|
|
2024
Q2 | $466K | Sell |
7,233
-444
| -6% | -$28.6K | 0.01% | 714 |
|
|
2024
Q1 | $649K | Sell |
7,677
-5,913
| -44% | -$500K | 0.01% | 599 |
|
|
2023
Q4 | $1.05M | Buy |
+13,590
| New | +$1.05M | 0.01% | 511 |
|
|
2023
Q3 | – | Sell |
-7,093
| Closed | -$472K | – | 1010 |
|
|
2023
Q2 | $472K | Buy |
7,093
+118
| +2% | +$7.86K | 0.01% | 539 |
|
|
2023
Q1 | $479K | Buy |
6,975
+707
| +11% | +$48.5K | 0.01% | 468 |
|
|
2022
Q4 | $394K | Buy |
+6,268
| New | +$394K | 0.01% | 503 |
|
|
2022
Q2 | – | Sell |
-2,970
| Closed | -$403K | – | 696 |
|
|
2022
Q1 | $403K | Buy |
2,970
+897
| +43% | +$122K | 0.01% | 409 |
|
|
2021
Q4 | $335K | Buy |
+2,073
| New | +$335K | 0.01% | 414 |
|
|
2021
Q3 | – | Sell |
-1,521
| Closed | -$371K | – | 475 |
|
|
2021
Q2 | $371K | Buy |
1,521
+328
| +27% | +$80K | 0.01% | 330 |
|
|
2021
Q1 | $271K | Buy |
1,193
+49
| +4% | +$11.1K | 0.01% | 361 |
|
|
2020
Q4 | $249K | Buy |
+1,144
| New | +$249K | 0.01% | 353 |
|
|
2018
Q4 | – | Sell |
-2,254
| Closed | -$223K | – | 336 |
|
|
2018
Q3 | $223K | Buy |
+2,254
| New | +$223K | 0.02% | 284 |
|