SWA
XYZ
Stratos Wealth Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
8,314
+10
| +0.1% | +$679 | 0.03% | 430 |
|
|
2025
Q1 | $451K | Sell |
8,304
-1,288
| -13% | -$70K | 0.02% | 456 |
|
|
2024
Q4 | $815K | Sell |
9,592
-1,076
| -10% | -$91.4K | 0.04% | 366 |
|
|
2024
Q3 | $716K | Buy |
10,668
+95
| +0.9% | +$6.38K | 0.03% | 418 |
|
|
2024
Q2 | $682K | Sell |
10,573
-351
| -3% | -$22.6K | 0.03% | 404 |
|
|
2024
Q1 | $924K | Buy |
10,924
+436
| +4% | +$36.9K | 0.05% | 343 |
|
|
2023
Q4 | $811K | Buy |
10,488
+691
| +7% | +$53.4K | 0.05% | 368 |
|
|
2023
Q3 | $434K | Buy |
+9,797
| New | +$434K | 0.03% | 451 |
|
|
2022
Q1 | – | Sell |
-1,383
| Closed | -$223K | – | 590 |
|
|
2021
Q4 | $223K | Sell |
1,383
-1,782
| -56% | -$287K | 0.02% | 514 |
|
|
2021
Q3 | $759K | Sell |
3,165
-118
| -4% | -$28.3K | 0.06% | 294 |
|
|
2021
Q2 | $800K | Sell |
3,283
-192
| -6% | -$46.8K | 0.07% | 274 |
|
|
2021
Q1 | $789K | Buy |
3,475
+488
| +16% | +$111K | 0.08% | 250 |
|
|
2020
Q4 | $650K | Buy |
2,987
+279
| +10% | +$60.7K | 0.09% | 213 |
|
|
2020
Q3 | $440K | Buy |
+2,708
| New | +$440K | 0.11% | 200 |
|