Sound Income Strategies’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 | $19.2K | Buy |
282
+82
| +41% | +$5.57K | ﹤0.01% | 758 |
|
|
2025
Q1 | $10.9K | Hold |
200
| – | – | ﹤0.01% | 890 |
|
|
2024
Q4 | $17K | Sell |
200
-17
| -8% | -$1.45K | ﹤0.01% | 711 |
|
|
2024
Q3 | $14.6K | Sell |
217
-46
| -17% | -$3.09K | ﹤0.01% | 707 |
|
|
2024
Q2 | $17K | Sell |
263
-23
| -8% | -$1.48K | ﹤0.01% | 666 |
|
|
2024
Q1 | $24.2K | Hold |
286
| – | – | ﹤0.01% | 563 |
|
|
2023
Q4 | $22.1K | Buy |
286
+23
| +9% | +$1.78K | ﹤0.01% | 578 |
|
|
2023
Q3 | $11.6K | Sell |
263
-5
| -2% | -$221 | ﹤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% | +$951 | ﹤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% | +$7.89K | 0.01% | 209 |
|
|
2021
Q2 | $53K | Buy |
218
+147
| +207% | +$35.7K | 0.01% | 223 |
|
|
2021
Q1 | $16.1K | Buy |
71
+5
| +8% | +$1.14K | ﹤0.01% | 391 |
|
|
2020
Q4 | $14K | Buy |
66
+57
| +633% | +$12.1K | ﹤0.01% | 395 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 801 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 750 |
|
|
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 | – | ﹤0.01% | 590 |
|