Stratos Wealth Advisors’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 | $565K | Buy |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $815K | Sell |
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|
2024
Q3 | $716K | Buy |
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|
2024
Q2 | $682K | Sell |
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|
2024
Q1 | $924K | Buy |
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|
2023
Q4 | $811K | Buy |
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|
2023
Q3 | $434K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $759K | Sell |
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|
2021
Q2 | $800K | Sell |
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|
2021
Q1 | $789K | Buy |
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|
2020
Q4 | $650K | Buy |
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|
2020
Q3 | $440K | Buy |
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