Sowell Financial Services’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $350K | Sell |
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|
2025
Q2 | $843K | Sell |
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|
2025
Q1 | $706K | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $295K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $519K | Buy |
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|
2020
Q1 | $169K | Sell |
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|
2019
Q4 | $351K | Buy |
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|
2019
Q3 | $126K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $0 | Buy |
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