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 |
|