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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $305K | Sell |
5,069
-948
| -16% | -$57.6K | ﹤0.01% | 1312 |
|
|
2025
Q4 | $392K | Sell |
6,017
-955
| -14% | -$65.9K | ﹤0.01% | 1146 |
|
|
2025
Q3 | $504K | Sell |
6,972
-2,113
| -23% | -$158K | 0.01% | 1012 |
|
|
2025
Q2 | $617K | Sell |
9,085
-7,479
| -45% | -$435K | 0.01% | 851 |
|
|
2025
Q1 | $900K | Sell |
16,564
-1,112
| -6% | -$83K | 0.01% | 698 |
|
|
2024
Q4 | $1.5M | Sell |
17,676
-1,601
| -8% | -$131K | 0.02% | 550 |
|
|
2024
Q3 | $1.29M | Buy |
19,277
+5,834
| +43% | +$377K | 0.02% | 584 |
|
|
2024
Q2 | $867K | Buy |
13,443
+1,418
| +12% | +$99.2K | 0.01% | 700 |
|
|
2024
Q1 | $1.02M | Sell |
12,025
-1,060
| -8% | -$76.7K | 0.02% | 639 |
|
|
2023
Q4 | $1.01M | Sell |
13,085
-396
| -3% | -$22.4K | 0.02% | 632 |
|
|
2023
Q3 | $597K | Buy |
13,481
+43
| +0.3% | +$2.66K | 0.01% | 759 |
|
|
2023
Q2 | $895K | Buy |
13,438
+1,566
| +13% | +$97.8K | 0.02% | 570 |
|
|
2023
Q1 | $815K | Sell |
11,872
-2,783
| -19% | -$208K | 0.02% | 542 |
|
|
2022
Q4 | $921K | Sell |
14,655
-2,208
| -13% | -$136K | 0.02% | 530 |
|
|
2022
Q3 | $927K | Sell |
16,863
-4,777
| -22% | -$338K | 0.03% | 504 |
|
|
2022
Q2 | $1.33M | Buy |
21,640
+1,855
| +9% | +$169K | 0.03% | 422 |
|
|
2022
Q1 | $2.68M | Buy |
19,785
+1,537
| +8% | +$186K | 0.06% | 297 |
|
|
2021
Q4 | $2.95M | Buy |
18,248
+1,230
| +7% | +$267K | 0.07% | 276 |
|
|
2021
Q3 | $4.08M | Buy |
17,018
+2,304
| +16% | +$592K | 0.1% | 206 |
|
|
2021
Q2 | $3.59M | Sell |
14,714
-2,970
| -17% | -$689K | 0.09% | 226 |
|
|
2021
Q1 | $4.01M | Sell |
17,684
-3,096
| -15% | -$724K | 0.11% | 196 |
|
|
2020
Q4 | $4.52M | Buy |
20,780
+2,997
| +17% | +$585K | 0.13% | 172 |
|
|
2020
Q3 | $2.89M | Buy |
17,783
+304
| +2% | +$42.9K | 0.09% | 216 |
|
|
2020
Q2 | $1.83M | Sell |
17,479
-214
| -1% | -$16.4K | 0.07% | 268 |
|
|
2020
Q1 | $927K | Buy |
17,693
+6,869
| +63% | +$470K | 0.04% | 351 |
|
|
2019
Q4 | $677K | Buy |
10,824
+1,330
| +14% | +$85K | 0.03% | 503 |
|
|
2019
Q3 | $588K | Sell |
9,494
-1,658
| -15% | -$113K | 0.03% | 511 |
|
|
2019
Q2 | $809K | Sell |
11,152
-957
| -8% | -$66.9K | 0.04% | 427 |
|
|
2019
Q1 | $907K | Sell |
12,109
-45
| -0.4% | -$3.26K | 0.04% | 387 |
|
|
2018
Q4 | $682K | Buy |
12,154
+1,560
| +15% | +$110K | 0.04% | 422 |
|
|
2018
Q3 | $1.05M | Buy |
10,594
+157
| +2% | +$12.1K | 0.05% | 325 |
|
|
2018
Q2 | $643K | Buy |
10,437
+662
| +7% | +$36.4K | 0.03% | 484 |
|
|
2018
Q1 | $481K | Buy |
9,775
+5,650
| +137% | +$259K | 0.02% | 564 |
|
|
2017
Q4 | $143K | Buy |
+4,125
| New | +$151K | 0.01% | 1011 |
|
Other funds holding XYZ
VCM
VPM
Stratos Wealth Partners's XYZ Position: Q1 2026 in Review
Stratos Wealth Partners reduced its Block Inc (XYZ) stake by 16% in Q1 2026, selling an estimated $57.6K and leaving 5,069 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.
Stratos Wealth Partners first reported a position in XYZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.52M in Q4 2020. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- Stratos Wealth Partners held 5,069 shares of Block Inc worth $305K as of Q1 2026.
- Stratos Wealth Partners sold 948 Block Inc shares in Q1 2026, an estimated $57.6K.
- Block Inc made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1312 holding.
- Stratos Wealth Partners first reported a position in Block Inc in Q4 2017 and has held it in 34 quarters since.
- Stratos Wealth Partners's Block Inc position peaked at $4.52M in Q4 2020.
- 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.