Sit Investment Associates’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
$27K Hold
450
﹤0.01% 489
2025
Q4
$29K Hold
450
﹤0.01% 500
2025
Q3
$33K Hold
450
﹤0.01% 496
2025
Q2
$31K Hold
450
﹤0.01% 508
2025
Q1
$24K Hold
450
﹤0.01% 513
2024
Q4
$38K Hold
450
﹤0.01% 516
2024
Q3
$30K Hold
450
﹤0.01% 528
2024
Q2
$29K Hold
450
﹤0.01% 517
2024
Q1
$38K Hold
450
﹤0.01% 505
2023
Q4
$35K Hold
450
﹤0.01% 518
2023
Q3
$20K Sell
450
-550
-55% -$34.1K ﹤0.01% 518
2023
Q2
$67K Hold
1,000
﹤0.01% 512
2023
Q1
$69K Hold
1,000
﹤0.01% 500
2022
Q4
$63K Buy
+1,000
New +$61.7K ﹤0.01% 510

Other funds holding XYZ