Simmons Bank’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 | – | Sell |
-4,212
| Closed | -$229K | – | 340 |
|
|
2025
Q1 | $229K | Sell |
4,212
-33
| -0.8% | -$1.79K | 0.02% | 312 |
|
|
2024
Q4 | $361K | Sell |
4,245
-87
| -2% | -$7.39K | 0.03% | 270 |
|
|
2024
Q3 | $291K | Buy |
4,332
+206
| +5% | +$13.8K | 0.02% | 287 |
|
|
2024
Q2 | $266K | Buy |
4,126
+178
| +5% | +$11.5K | 0.02% | 297 |
|
|
2024
Q1 | $334K | Buy |
3,948
+648
| +20% | +$54.8K | 0.03% | 286 |
|
|
2023
Q4 | $255K | Buy |
+3,300
| New | +$255K | 0.02% | 298 |
|