Steward Partners Investment Advisory’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 | $1.32M | Sell |
19,454
-182,308
| -90% | -$12.4M | 0.01% | 875 |
|
|
2025
Q1 | $11M | Buy |
201,762
+182,622
| +954% | +$9.92M | 0.1% | 213 |
|
|
2024
Q4 | $1.63M | Buy |
19,140
+703
| +4% | +$59.7K | 0.01% | 701 |
|
|
2024
Q3 | $1.24M | Sell |
18,437
-921
| -5% | -$61.8K | 0.01% | 783 |
|
|
2024
Q2 | $1.25M | Buy |
19,358
+1,789
| +10% | +$115K | 0.01% | 736 |
|
|
2024
Q1 | $1.49M | Sell |
17,569
-563
| -3% | -$47.6K | 0.02% | 670 |
|
|
2023
Q4 | $1.4M | Sell |
18,132
-171
| -0.9% | -$13.2K | 0.02% | 612 |
|
|
2023
Q3 | $810K | Sell |
18,303
-5,829
| -24% | -$258K | 0.01% | 751 |
|
|
2023
Q2 | $1.61M | Sell |
24,132
-993
| -4% | -$66.1K | 0.02% | 543 |
|
|
2023
Q1 | $1.72M | Sell |
25,125
-1,841
| -7% | -$126K | 0.03% | 507 |
|
|
2022
Q4 | $1.69M | Buy |
26,966
+340
| +1% | +$21.4K | 0.03% | 505 |
|
|
2022
Q3 | $1.46M | Sell |
26,626
-1,748
| -6% | -$96.1K | 0.03% | 520 |
|
|
2022
Q2 | $1.74M | Sell |
28,374
-4,605
| -14% | -$283K | 0.03% | 471 |
|
|
2022
Q1 | $4.47M | Sell |
32,979
-10,173
| -24% | -$1.38M | 0.07% | 284 |
|
|
2021
Q4 | $6.97M | Sell |
43,152
-3,299
| -7% | -$533K | 0.11% | 207 |
|
|
2021
Q3 | $11.1M | Buy |
46,451
+14,638
| +46% | +$3.51M | 0.19% | 128 |
|
|
2021
Q2 | $7.76M | Buy |
31,813
+2,126
| +7% | +$518K | 0.13% | 170 |
|
|
2021
Q1 | $6.74M | Buy |
29,687
+3,581
| +14% | +$813K | 0.12% | 181 |
|
|
2020
Q4 | $5.68M | Buy |
26,106
+1,078
| +4% | +$235K | 0.12% | 175 |
|
|
2020
Q3 | $4.07M | Buy |
25,028
+376
| +2% | +$61.1K | 0.1% | 212 |
|
|
2020
Q2 | $2.59M | Buy |
24,652
+404
| +2% | +$42.4K | 0.07% | 256 |
|
|
2020
Q1 | $1.27M | Buy |
24,248
+1,198
| +5% | +$62.7K | 0.05% | 332 |
|
|
2019
Q4 | $1.44M | Sell |
23,050
-2,447
| -10% | -$153K | 0.04% | 362 |
|
|
2019
Q3 | $1.58M | Buy |
25,497
+1,104
| +5% | +$68.4K | 0.05% | 315 |
|
|
2019
Q2 | $1.77M | Sell |
24,393
-441
| -2% | -$32K | 0.06% | 280 |
|
|
2019
Q1 | $1.86M | Buy |
24,834
+377
| +2% | +$28.2K | 0.08% | 247 |
|
|
2018
Q4 | $1.37M | Sell |
24,457
-421
| -2% | -$23.6K | 0.07% | 282 |
|
|
2018
Q3 | $2.46M | Sell |
24,878
-227
| -0.9% | -$22.5K | 0.12% | 193 |
|
|
2018
Q2 | $1.55M | Buy |
25,105
+1,655
| +7% | +$102K | 0.09% | 228 |
|
|
2018
Q1 | $1.15M | Sell |
23,450
-205
| -0.9% | -$10.1K | 0.08% | 245 |
|
|
2017
Q4 | $820K | Buy |
23,655
+21,733
| +1,131% | +$753K | 0.06% | 267 |
|
|
2017
Q3 | $55K | Sell |
1,922
-528
| -22% | -$15.1K | 0.01% | 671 |
|
|
2017
Q2 | $57K | Sell |
2,450
-64
| -3% | -$1.49K | 0.01% | 599 |
|
|
2017
Q1 | $43K | Hold |
2,514
| – | – | 0.01% | 589 |
|
|
2016
Q4 | $34K | Buy |
+2,514
| New | +$34K | 0.02% | 378 |
|