Sora Investors’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 | $17.7M | Buy |
+260,001
| New | +$17.7M | 1.59% | 25 |
|
|
2025
Q1 | – | Sell |
-135,713
| Closed | -$11.5M | – | 89 |
|
|
2024
Q4 | $11.5M | Buy |
+135,713
| New | +$11.5M | 1.28% | 35 |
|
|
2024
Q3 | – | Sell |
-125,000
| Closed | -$8.06M | – | 78 |
|
|
2024
Q2 | $8.06M | Buy |
125,000
+15,000
| +14% | +$967K | 1.49% | 27 |
|
|
2024
Q1 | $9.3M | Buy |
110,000
+13,000
| +13% | +$1.1M | 1.53% | 30 |
|
|
2023
Q4 | $7.5M | Sell |
97,000
-55,000
| -36% | -$4.25M | 1.26% | 31 |
|
|
2023
Q3 | $6.73M | Buy |
152,000
+22,000
| +17% | +$974K | 1.51% | 32 |
|
|
2023
Q2 | $8.65M | Buy |
130,000
+20,000
| +18% | +$1.33M | 3.81% | 9 |
|
|
2023
Q1 | $7.55M | Buy |
110,000
+63,000
| +134% | +$4.32M | 2.08% | 24 |
|
|
2022
Q4 | $2.95M | Buy |
+47,000
| New | +$2.95M | 1.02% | 29 |
|