Sowell Financial Services’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 | $843K | Sell |
12,406
-590
| -5% | -$40.1K | 0.03% | 460 |
|
|
2025
Q1 | $706K | Buy |
12,996
+1,195
| +10% | +$64.9K | 0.03% | 496 |
|
|
2024
Q4 | $1M | Buy |
+11,801
| New | +$1M | 0.05% | 310 |
|
|
2023
Q2 | – | Sell |
-4,302
| Closed | -$295K | – | 851 |
|
|
2023
Q1 | $295K | Buy |
+4,302
| New | +$295K | 0.02% | 562 |
|
|
2021
Q2 | – | Sell |
-6,006
| Closed | -$1.35M | – | 2843 |
|
|
2021
Q1 | $1.35M | Sell |
6,006
-803
| -12% | -$180K | 0.05% | 334 |
|
|
2020
Q4 | $1.48M | Sell |
6,809
-168
| -2% | -$36.6K | 0.06% | 253 |
|
|
2020
Q3 | $1.13M | Buy |
6,977
+2,029
| +41% | +$330K | 0.06% | 271 |
|
|
2020
Q2 | $519K | Buy |
4,948
+1,720
| +53% | +$180K | 0.03% | 443 |
|
|
2020
Q1 | $169K | Sell |
3,228
-2,380
| -42% | -$125K | 0.01% | 698 |
|
|
2019
Q4 | $351K | Buy |
5,608
+3,567
| +175% | +$223K | 0.03% | 554 |
|
|
2019
Q3 | $126K | Buy |
+2,041
| New | +$126K | 0.01% | 770 |
|
|
2017
Q1 | – | Sell |
-15
| Closed | – | – | 585 |
|
|
2016
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 650 |
|