StoneX Group’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
$765K Buy
11,263
+914
+9% +$62.1K 0.04% 402
2025
Q1
$562K Buy
+10,349
New +$562K 0.03% 443
2023
Q3
Sell
-8,915
Closed -$593K 480
2023
Q2
$593K Sell
8,915
-693
-7% -$46.1K 0.33% 83
2023
Q1
$660K Buy
+9,608
New +$660K 0.39% 63
2022
Q1
Sell
-11,528
Closed -$1.86M 655
2021
Q4
$1.86M Buy
11,528
+382
+3% +$61.7K 0.21% 97
2021
Q3
$2.67M Buy
11,146
+558
+5% +$134K 0.38% 55
2021
Q2
$2.58M Buy
10,588
+329
+3% +$80.2K 0.38% 49
2021
Q1
$2.33M Sell
10,259
-1,283
-11% -$291K 0.42% 39
2020
Q4
$2.51M Buy
11,542
+308
+3% +$67K 0.55% 30
2020
Q3
$1.83M Buy
11,234
+203
+2% +$33K 0.59% 34
2020
Q2
$1.16M Sell
11,031
-847
-7% -$88.9K 0.44% 50
2020
Q1
$622K Buy
11,878
+797
+7% +$41.7K 0.33% 91
2019
Q4
$693K Sell
11,081
-162
-1% -$10.1K 0.28% 105
2019
Q3
$697K Sell
11,243
-4,224
-27% -$262K 0.44% 72
2019
Q2
$1.12M Buy
15,467
+1,323
+9% +$96K 0.72% 35
2019
Q1
$1.06M Buy
14,144
+2,576
+22% +$193K 0.81% 32
2018
Q4
$649K Sell
11,568
-1,165
-9% -$65.4K 0.63% 51
2018
Q3
$1.26M Buy
12,733
+965
+8% +$95.6K 0.94% 18
2018
Q2
$725K Buy
11,768
+3,003
+34% +$185K 0.62% 48
2018
Q1
$431K Buy
8,765
+1,160
+15% +$57K 0.41% 86
2017
Q4
$264K Buy
+7,605
New +$264K 0.28% 154