Stephens Consulting’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 | $1.77K | Buy |
+26
| New | +$1.77K | ﹤0.01% | 518 |
|
|
2025
Q1 | – | Sell |
-132
| Closed | -$11.2K | – | 1558 |
|
|
2024
Q4 | $11.2K | Hold |
132
| – | – | ﹤0.01% | 336 |
|
|
2024
Q3 | $8.86K | Sell |
132
-28
| -18% | -$1.88K | ﹤0.01% | 345 |
|
|
2024
Q2 | $10.3K | Buy |
+160
| New | +$10.3K | ﹤0.01% | 333 |
|
|
2024
Q1 | – | Sell |
-250
| Closed | -$19.3K | – | 495 |
|
|
2023
Q4 | $19.3K | Hold |
250
| – | – | 0.01% | 250 |
|
|
2023
Q3 | $11.1K | Hold |
250
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $16.6K | Sell |
250
-400
| -62% | -$26.6K | 0.01% | 260 |
|
|
2023
Q1 | $44.6K | Hold |
650
| – | – | 0.03% | 182 |
|
|
2022
Q4 | $40.8K | Hold |
650
| – | – | 0.03% | 187 |
|
|
2022
Q3 | $35.7K | Hold |
650
| – | – | 0.03% | 202 |
|
|
2022
Q2 | $39.9K | Hold |
650
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $88.1K | Sell |
650
-250
| -28% | -$33.9K | 0.07% | 132 |
|
|
2021
Q4 | $145K | Buy |
+900
| New | +$145K | 0.12% | 113 |
|