Sigma Planning Corp’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $359K | Sell |
5,967
-1,967
| -25% | -$120K | 0.01% | 975 |
|
|
2025
Q4 | $516K | Sell |
7,934
-9,656
| -55% | -$666K | 0.01% | 785 |
|
|
2025
Q3 | $1.27M | Buy |
17,590
+978
| +6% | +$73.2K | 0.04% | 450 |
|
|
2025
Q2 | $1.13M | Sell |
16,612
-2,196
| -12% | -$128K | 0.03% | 465 |
|
|
2025
Q1 | $1.02M | Buy |
18,808
+3,242
| +21% | +$242K | 0.03% | 485 |
|
|
2024
Q4 | $1.32M | Buy |
15,566
+3,107
| +25% | +$255K | 0.04% | 398 |
|
|
2024
Q3 | $836K | Sell |
12,459
-1,219
| -9% | -$78.7K | 0.03% | 559 |
|
|
2024
Q2 | $882K | Sell |
13,678
-591
| -4% | -$41.3K | 0.03% | 516 |
|
|
2024
Q1 | $1.21M | Buy |
14,269
+7,658
| +116% | +$554K | 0.04% | 449 |
|
|
2023
Q4 | $511K | Sell |
6,611
-8,552
| -56% | -$484K | 0.04% | 453 |
|
|
2023
Q3 | $671K | Sell |
15,163
-733
| -5% | -$45.4K | 0.03% | 596 |
|
|
2023
Q2 | $1.06M | Sell |
15,896
-3,485
| -18% | -$218K | 0.04% | 433 |
|
|
2023
Q1 | $1.33M | Sell |
19,381
-1,219
| -6% | -$91.2K | 0.04% | 409 |
|
|
2022
Q4 | $1.29M | Sell |
20,600
-2,969
| -13% | -$183K | 0.05% | 398 |
|
|
2022
Q3 | $1.3M | Sell |
23,569
-1,783
| -7% | -$126K | 0.05% | 370 |
|
|
2022
Q2 | $1.56M | Sell |
25,352
-7,867
| -24% | -$719K | 0.05% | 323 |
|
|
2022
Q1 | $4.5M | Sell |
33,219
-824
| -2% | -$99.8K | 0.14% | 156 |
|
|
2021
Q4 | $5.5M | Sell |
34,043
-1,142
| -3% | -$247K | 0.15% | 137 |
|
|
2021
Q3 | $8.44M | Sell |
35,185
-609
| -2% | -$156K | 0.25% | 78 |
|
|
2021
Q2 | $8.73M | Buy |
35,794
+5,372
| +18% | +$1.25M | 0.26% | 76 |
|
|
2021
Q1 | $6.91M | Sell |
30,422
-16,798
| -36% | -$3.93M | 0.22% | 101 |
|
|
2020
Q4 | $10.3M | Buy |
47,220
+21,076
| +81% | +$4.11M | 0.35% | 58 |
|
|
2020
Q3 | $4.25M | Buy |
26,144
+2,696
| +11% | +$381K | 0.17% | 128 |
|
|
2020
Q2 | $2.46M | Sell |
23,448
-3,391
| -13% | -$260K | 0.11% | 197 |
|
|
2020
Q1 | $1.41M | Sell |
26,839
-13,915
| -34% | -$952K | 0.08% | 249 |
|
|
2019
Q4 | $2.55M | Buy |
40,754
+2,682
| +7% | +$171K | 0.11% | 194 |
|
|
2019
Q3 | $2.36M | Buy |
38,072
+441
| +1% | +$30K | 0.11% | 194 |
|
|
2019
Q2 | $2.73M | Buy |
37,631
+15,986
| +74% | +$1.12M | 0.14% | 166 |
|
|
2019
Q1 | $1.62M | Buy |
21,645
+10,742
| +99% | +$778K | 0.09% | 234 |
|
|
2018
Q4 | $612K | Sell |
10,903
-58,549
| -84% | -$4.13M | 0.04% | 378 |
|
|
2018
Q3 | $6.88M | Sell |
69,452
-3,313
| -5% | -$256K | 0.4% | 46 |
|
|
2018
Q2 | $4.49M | Buy |
72,765
+10,132
| +16% | +$557K | 0.3% | 73 |
|
|
2018
Q1 | $3.08M | Buy |
62,633
+49,949
| +394% | +$2.29M | 0.23% | 108 |
|
|
2017
Q4 | $440K | Buy |
12,684
+2,741
| +28% | +$100K | 0.03% | 474 |
|
|
2017
Q3 | $286K | Buy |
9,943
+950
| +11% | +$24.9K | 0.02% | 629 |
|
|
2017
Q2 | $211K | Buy |
+8,993
| New | +$186K | 0.02% | 689 |
|
Other funds holding XYZ
VCM
VPM
Sigma Planning Corp's XYZ Position: Q1 2026 in Review
Sigma Planning Corp reduced its Block Inc (XYZ) stake by 25% in Q1 2026, selling an estimated $120K and leaving 5,967 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #975.
Sigma Planning Corp first reported a position in XYZ in Q2 2017 and has held it in 36 quarters since. The position peaked at $10.3M in Q4 2020. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- Sigma Planning Corp held 5,967 shares of Block Inc worth $359K as of Q1 2026.
- Sigma Planning Corp sold 1,967 Block Inc shares in Q1 2026, an estimated $120K.
- Block Inc made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #975 holding.
- Sigma Planning Corp first reported a position in Block Inc in Q2 2017 and has held it in 36 quarters since.
- Sigma Planning Corp's Block Inc position peaked at $10.3M in Q4 2020.
- 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.