Stratos Wealth Partners’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 | $617K | Sell |
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|
2025
Q1 | $900K | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $867K | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $895K | Buy |
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|
2023
Q1 | $815K | Sell |
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|
2022
Q4 | $921K | Sell |
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|
2022
Q3 | $927K | Sell |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $2.68M | Buy |
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|
2021
Q4 | $2.95M | Buy |
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|
2021
Q3 | $4.08M | Buy |
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|
2021
Q2 | $3.59M | Sell |
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|
2021
Q1 | $4.01M | Sell |
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|
2020
Q4 | $4.52M | Buy |
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|
2020
Q3 | $2.89M | Buy |
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|
2020
Q2 | $1.83M | Sell |
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|
2020
Q1 | $927K | Buy |
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|
2019
Q4 | $677K | Buy |
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|
2019
Q3 | $588K | Sell |
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|
2019
Q2 | $809K | Sell |
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|
2019
Q1 | $907K | Sell |
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|
2018
Q4 | $682K | Buy |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $643K | Buy |
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|
2018
Q1 | $481K | Buy |
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|
2017
Q4 | $143K | Buy |
|