Sound Income Strategies’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
Q2 | – | Sell |
-453
| Closed | -$27K | – | 2532 |
|
|
2026
Q1 | $27K | Buy |
453
+10
| +2% | +$608 | ﹤0.01% | 1064 |
|
|
2025
Q4 | $29.2K | Buy |
443
+161
| +57% | +$11.1K | ﹤0.01% | 998 |
|
|
2025
Q3 | $22.8K | Hold |
282
| – | – | ﹤0.01% | 776 |
|
|
2025
Q2 | $19.2K | Buy |
282
+82
| +41% | +$4.77K | ﹤0.01% | 758 |
|
|
2025
Q1 | $10.9K | Hold |
200
| – | – | ﹤0.01% | 890 |
|
|
2024
Q4 | $17K | Sell |
200
-17
| -8% | -$1.4K | ﹤0.01% | 711 |
|
|
2024
Q3 | $14.6K | Sell |
217
-46
| -17% | -$2.97K | ﹤0.01% | 707 |
|
|
2024
Q2 | $17K | Sell |
263
-23
| -8% | -$1.61K | ﹤0.01% | 667 |
|
|
2024
Q1 | $24.2K | Hold |
286
| – | – | ﹤0.01% | 563 |
|
|
2023
Q4 | $22.1K | Buy |
286
+23
| +9% | +$1.3K | ﹤0.01% | 578 |
|
|
2023
Q3 | $11.6K | Sell |
263
-5
| -2% | -$310 | ﹤0.01% | 549 |
|
|
2023
Q2 | $17.8K | Hold |
268
| – | – | ﹤0.01% | 451 |
|
|
2023
Q1 | $18.4K | Hold |
268
| – | – | ﹤0.01% | 431 |
|
|
2022
Q4 | $16.8K | Hold |
268
| – | – | ﹤0.01% | 419 |
|
|
2022
Q3 | $15K | Buy |
268
+17
| +7% | +$1.2K | ﹤0.01% | 409 |
|
|
2022
Q2 | $15K | Hold |
251
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $34K | Hold |
251
| – | – | ﹤0.01% | 281 |
|
|
2021
Q4 | $41K | Hold |
251
| – | – | ﹤0.01% | 254 |
|
|
2021
Q3 | $60K | Buy |
251
+33
| +15% | +$8.48K | 0.01% | 209 |
|
|
2021
Q2 | $53K | Buy |
218
+147
| +207% | +$34.1K | 0.01% | 223 |
|
|
2021
Q1 | $16.1K | Buy |
71
+5
| +8% | +$1.17K | ﹤0.01% | 391 |
|
|
2020
Q4 | $14K | Buy |
66
+57
| +633% | +$11.1K | ﹤0.01% | 395 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 804 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 751 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 898 |
|
|
2019
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 679 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 641 |
|
|
2019
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 640 |
|
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 645 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 639 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 660 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 591 |
|
|
2018
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 682 |
|
|
2017
Q4 | $0 | Buy |
+9
| New | +$330 | ﹤0.01% | 590 |
|
Other funds holding XYZ
HAM
Sound Income Strategies's XYZ Position: Q2 2026 in Review
Sound Income Strategies sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 453 shares — an estimated $27K sold.
Sound Income Strategies first reported a position in XYZ in Q4 2017 and held it in 34 quarters. The position peaked at $60K in Q3 2021. 731 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.
- Sound Income Strategies reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
- Sound Income Strategies sold 453 Block Inc shares in Q2 2026, an estimated $27K.
- Sound Income Strategies first reported a position in Block Inc in Q4 2017 and held it in 34 quarters.
- Sound Income Strategies's Block Inc position peaked at $60K in Q3 2021.
- 731 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.