Stifel Financial’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 | $6.21M | Sell |
103,202
-23,702
| -19% | -$1.44M | 0.01% | 1224 |
|
|
2025
Q4 | $8.26M | Sell |
126,904
-71,245
| -36% | -$4.91M | 0.01% | 1060 |
|
|
2025
Q3 | $14.3M | Sell |
198,149
-359
| -0.2% | -$26.9K | 0.01% | 776 |
|
|
2025
Q2 | $13.5M | Buy |
198,508
+1,283
| +0.7% | +$74.6K | 0.01% | 764 |
|
|
2025
Q1 | $10.7M | Buy |
197,225
+30,374
| +18% | +$2.27M | 0.01% | 814 |
|
|
2024
Q4 | $14.2M | Buy |
166,851
+22,010
| +15% | +$1.81M | 0.01% | 711 |
|
|
2024
Q3 | $9.72M | Sell |
144,841
-35,554
| -20% | -$2.3M | 0.01% | 863 |
|
|
2024
Q2 | $11.6M | Buy |
180,395
+41,458
| +30% | +$2.9M | 0.01% | 756 |
|
|
2024
Q1 | $11.8M | Sell |
138,937
-23,832
| -15% | -$1.72M | 0.01% | 750 |
|
|
2023
Q4 | $12.6M | Sell |
162,769
-37,387
| -19% | -$2.11M | 0.02% | 690 |
|
|
2023
Q3 | $8.86M | Buy |
200,156
+43,421
| +28% | +$2.69M | 0.01% | 769 |
|
|
2023
Q2 | $10.4M | Buy |
156,735
+5,310
| +4% | +$332K | 0.01% | 694 |
|
|
2023
Q1 | $10.4M | Sell |
151,425
-7,620
| -5% | -$570K | 0.01% | 674 |
|
|
2022
Q4 | $9.99M | Sell |
159,045
-59,342
| -27% | -$3.66M | 0.02% | 658 |
|
|
2022
Q3 | $12M | Buy |
218,387
+448
| +0.2% | +$31.7K | 0.02% | 582 |
|
|
2022
Q2 | $13.4M | Buy |
217,939
+45,411
| +26% | +$4.15M | 0.02% | 561 |
|
|
2022
Q1 | $23.4M | Buy |
172,528
+31,399
| +22% | +$3.8M | 0.03% | 459 |
|
|
2021
Q4 | $22.8M | Sell |
141,129
-36,017
| -20% | -$7.8M | 0.03% | 460 |
|
|
2021
Q3 | $42.5M | Buy |
177,146
+30,113
| +20% | +$7.74M | 0.06% | 272 |
|
|
2021
Q2 | $35.8M | Buy |
147,033
+5,740
| +4% | +$1.33M | 0.05% | 295 |
|
|
2021
Q1 | $32.1M | Buy |
141,293
+9,799
| +7% | +$2.29M | 0.05% | 299 |
|
|
2020
Q4 | $28.6M | Buy |
131,494
+15,113
| +13% | +$2.95M | 0.05% | 320 |
|
|
2020
Q3 | $18.9M | Sell |
116,381
-7,285
| -6% | -$1.03M | 0.04% | 368 |
|
|
2020
Q2 | $13M | Sell |
123,666
-75,135
| -38% | -$5.75M | 0.03% | 429 |
|
|
2020
Q1 | $10.4M | Sell |
198,801
-40,228
| -17% | -$2.75M | 0.03% | 436 |
|
|
2019
Q4 | $15M | Buy |
239,029
+81,264
| +52% | +$5.19M | 0.03% | 454 |
|
|
2019
Q3 | $9.75M | Buy |
157,765
+33,709
| +27% | +$2.29M | 0.02% | 561 |
|
|
2019
Q2 | $9.02M | Sell |
124,056
-16,476
| -12% | -$1.15M | 0.02% | 613 |
|
|
2019
Q1 | $10.5M | Buy |
140,532
+14,824
| +12% | +$1.07M | 0.03% | 518 |
|
|
2018
Q4 | $7.07M | Buy |
125,708
+44,409
| +55% | +$3.14M | 0.02% | 611 |
|
|
2018
Q3 | $8.05M | Buy |
81,299
+18,596
| +30% | +$1.43M | 0.02% | 638 |
|
|
2018
Q2 | $3.85M | Buy |
62,703
+15,407
| +33% | +$847K | 0.01% | 912 |
|
|
2018
Q1 | $2.32M | Buy |
47,296
+12,608
| +36% | +$579K | 0.01% | 1085 |
|
|
2017
Q4 | $1.2M | Sell |
34,688
-7,960
| -19% | -$291K | ﹤0.01% | 1414 |
|
|
2017
Q3 | $1.23M | Buy |
42,648
+8,540
| +25% | +$224K | ﹤0.01% | 1381 |
|
|
2017
Q2 | $801K | Buy |
34,108
+7,473
| +28% | +$154K | ﹤0.01% | 1581 |
|
|
2017
Q1 | $461K | Buy |
26,635
+473
| +2% | +$7.4K | ﹤0.01% | 1864 |
|
|
2016
Q4 | $356K | Buy |
26,162
+4,907
| +23% | +$61.1K | ﹤0.01% | 1949 |
|
|
2016
Q3 | $249K | Sell |
21,255
-1,695
| -7% | -$18.5K | ﹤0.01% | 2072 |
|
|
2016
Q2 | $208K | Buy |
+22,950
| New | +$259K | ﹤0.01% | 2240 |
|
Other funds holding XYZ
VCM
VPM
