SWA
XYZ
SOA Wealth Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11K | Hold |
31
| – | – | ﹤0.01% | 711 |
|
|
2025
Q1 | $1.68K | Sell |
31
-148
| -83% | -$8.04K | ﹤0.01% | 714 |
|
|
2024
Q4 | $15.2K | Buy |
179
+174
| +3,480% | +$14.8K | ﹤0.01% | 495 |
|
|
2024
Q3 | $336 | Hold |
5
| – | – | ﹤0.01% | 769 |
|
|
2024
Q2 | $322 | Sell |
5
-88
| -95% | -$5.67K | ﹤0.01% | 783 |
|
|
2024
Q1 | $7.87K | Hold |
93
| – | – | ﹤0.01% | 568 |
|
|
2023
Q4 | $7.19K | Hold |
93
| – | – | ﹤0.01% | 565 |
|
|
2023
Q3 | $4.12K | Sell |
93
-3,954
| -98% | -$175K | ﹤0.01% | 644 |
|
|
2023
Q2 | $269K | Sell |
4,047
-6,018
| -60% | -$401K | 0.06% | 139 |
|
|
2023
Q1 | $691K | Sell |
10,065
-571
| -5% | -$39.2K | 0.17% | 68 |
|
|
2022
Q4 | $668K | Sell |
10,636
-1,156
| -10% | -$72.6K | 0.18% | 68 |
|
|
2022
Q3 | $648K | Sell |
11,792
-13
| -0.1% | -$714 | 0.2% | 70 |
|
|
2022
Q2 | $725K | Buy |
11,805
+451
| +4% | +$27.7K | 0.21% | 69 |
|
|
2022
Q1 | $1.54M | Buy |
11,354
+11,076
| +3,984% | +$1.5M | 0.38% | 57 |
|
|
2021
Q4 | $45K | Sell |
278
-340
| -55% | -$55K | 0.01% | 312 |
|
|
2021
Q3 | $148K | Buy |
618
+180
| +41% | +$43.1K | 0.04% | 186 |
|
|
2021
Q2 | $106K | Buy |
438
+261
| +147% | +$63.2K | 0.03% | 206 |
|
|
2021
Q1 | $40K | Hold |
177
| – | – | 0.01% | 297 |
|
|
2020
Q4 | $45K | Buy |
+177
| New | +$45K | 0.01% | 277 |
|