Sterling Capital Management’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
Q1
$1.52M Sell
25,302
-8,645
-25% -$526K 0.03% 387
2025
Q4
$2.21M Buy
33,947
+103
+0.3% +$7.11K 0.04% 364
2025
Q3
$2.45M Sell
33,844
-4,393
-11% -$329K 0.04% 325
2025
Q2
$2.6M Buy
38,237
+5,715
+18% +$333K 0.04% 310
2025
Q1
$1.77M Sell
32,522
-60,518
-65% -$4.52M 0.03% 401
2024
Q4
$7.91M Buy
93,040
+61,081
+191% +$5.01M 0.11% 119
2024
Q3
$2.15M Buy
+31,959
New +$2.06M 0.03% 370
2019
Q3
Sell
-46,990
Closed -$3.41M 936
2019
Q2
$3.41M Buy
46,990
+20
+0% +$1.4K 0.03% 299
2019
Q1
$3.52M Hold
46,970
0.03% 294
2018
Q4
$2.63M Buy
+46,970
New +$3.32M 0.03% 327

Other funds holding XYZ