Steward Partners Investment Advisory’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
Q2 | $1.32M | Sell |
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|
2025
Q1 | $11M | Buy |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $810K | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.46M | Sell |
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|
2022
Q2 | $1.74M | Sell |
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|
2022
Q1 | $4.47M | Sell |
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|
2021
Q4 | $6.97M | Sell |
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|
2021
Q3 | $11.1M | Buy |
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|
2021
Q2 | $7.76M | Buy |
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|
2021
Q1 | $6.74M | Buy |
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|
2020
Q4 | $5.68M | Buy |
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|
2020
Q3 | $4.07M | Buy |
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|
2020
Q2 | $2.59M | Buy |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $1.44M | Sell |
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|
2019
Q3 | $1.58M | Buy |
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|
2019
Q2 | $1.77M | Sell |
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|
2019
Q1 | $1.86M | Buy |
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|
2018
Q4 | $1.37M | Sell |
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|
2018
Q3 | $2.46M | Sell |
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|
2018
Q2 | $1.55M | Buy |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $820K | Buy |
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|
2017
Q3 | $55K | Sell |
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|
2017
Q2 | $57K | Sell |
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|
2017
Q1 | $43K | Hold |
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|
2016
Q4 | $34K | Buy |
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