Stratos Wealth Partners’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 | $617K | Sell |
9,085
-7,479
| -45% | -$508K | 0.01% | 851 |
|
|
2025
Q1 | $900K | Sell |
16,564
-1,112
| -6% | -$60.4K | 0.01% | 698 |
|
|
2024
Q4 | $1.5M | Sell |
17,676
-1,601
| -8% | -$136K | 0.02% | 550 |
|
|
2024
Q3 | $1.29M | Buy |
19,277
+5,834
| +43% | +$392K | 0.02% | 584 |
|
|
2024
Q2 | $867K | Buy |
13,443
+1,418
| +12% | +$91.5K | 0.01% | 700 |
|
|
2024
Q1 | $1.02M | Sell |
12,025
-1,060
| -8% | -$89.7K | 0.02% | 639 |
|
|
2023
Q4 | $1.01M | Sell |
13,085
-396
| -3% | -$30.6K | 0.02% | 632 |
|
|
2023
Q3 | $597K | Buy |
13,481
+43
| +0.3% | +$1.9K | 0.01% | 759 |
|
|
2023
Q2 | $895K | Buy |
13,438
+1,566
| +13% | +$104K | 0.02% | 570 |
|
|
2023
Q1 | $815K | Sell |
11,872
-2,783
| -19% | -$191K | 0.02% | 542 |
|
|
2022
Q4 | $921K | Sell |
14,655
-2,208
| -13% | -$139K | 0.02% | 530 |
|
|
2022
Q3 | $927K | Sell |
16,863
-4,777
| -22% | -$263K | 0.03% | 504 |
|
|
2022
Q2 | $1.33M | Buy |
21,640
+1,855
| +9% | +$114K | 0.03% | 422 |
|
|
2022
Q1 | $2.68M | Buy |
19,785
+1,537
| +8% | +$208K | 0.06% | 297 |
|
|
2021
Q4 | $2.95M | Buy |
18,248
+1,230
| +7% | +$199K | 0.07% | 276 |
|
|
2021
Q3 | $4.08M | Buy |
17,018
+2,304
| +16% | +$553K | 0.1% | 206 |
|
|
2021
Q2 | $3.59M | Sell |
14,714
-2,970
| -17% | -$724K | 0.09% | 226 |
|
|
2021
Q1 | $4.02M | Sell |
17,684
-3,096
| -15% | -$703K | 0.11% | 196 |
|
|
2020
Q4 | $4.52M | Buy |
20,780
+2,997
| +17% | +$652K | 0.13% | 172 |
|
|
2020
Q3 | $2.89M | Buy |
17,783
+304
| +2% | +$49.4K | 0.09% | 216 |
|
|
2020
Q2 | $1.83M | Sell |
17,479
-214
| -1% | -$22.5K | 0.07% | 268 |
|
|
2020
Q1 | $927K | Buy |
17,693
+6,869
| +63% | +$360K | 0.04% | 351 |
|
|
2019
Q4 | $677K | Buy |
10,824
+1,330
| +14% | +$83.2K | 0.03% | 503 |
|
|
2019
Q3 | $588K | Sell |
9,494
-1,658
| -15% | -$103K | 0.03% | 511 |
|
|
2019
Q2 | $809K | Sell |
11,152
-957
| -8% | -$69.4K | 0.04% | 427 |
|
|
2019
Q1 | $907K | Sell |
12,109
-45
| -0.4% | -$3.37K | 0.04% | 387 |
|
|
2018
Q4 | $682K | Buy |
12,154
+1,560
| +15% | +$87.5K | 0.04% | 422 |
|
|
2018
Q3 | $1.05M | Buy |
10,594
+157
| +2% | +$15.5K | 0.05% | 325 |
|
|
2018
Q2 | $643K | Buy |
10,437
+662
| +7% | +$40.8K | 0.03% | 484 |
|
|
2018
Q1 | $481K | Buy |
9,775
+5,650
| +137% | +$278K | 0.02% | 564 |
|
|
2017
Q4 | $143K | Buy |
+4,125
| New | +$143K | 0.01% | 1011 |
|