SIA
XYZ

Soltis Investment Advisors’s Block, Inc. XYZ Stock Holding History

Soltis Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$205K Buy
+3,017
New +$205K 0.02% 380
2025
Q1 		– Sell
-2,836
Closed -$241K – 401
2024
Q4 		$241K Buy
+2,836
New +$241K 0.02% 325