SOA Wealth Advisors’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.11K Hold
2025
Q1
$1.68K Sell
2024
Q4
$15.2K Buy
2024
Q3
$336 Hold
2024
Q2
$322 Sell
2024
Q1
$7.87K Hold
2023
Q4
$7.19K Hold
2023
Q3
$4.12K Sell
2023
Q2
$269K Sell
2023
Q1
$691K Sell
2022
Q4
$668K Sell
2022
Q3
$648K Sell
2022
Q2
$725K Buy
2022
Q1
$1.54M Buy
2021
Q4
$45K Sell
2021
Q3
$148K Buy
2021
Q2
$106K Buy
2021
Q1
$40K Hold
2020
Q4
$45K Buy