Sunbelt Securities’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 | $653K | Sell |
7,681
-125
| -2% | -$10.6K | 0.06% | 292 |
|
|
2025
Q1 | $424K | Buy |
7,806
+125
| +2% | +$6.79K | 0.04% | 364 |
|
|
2024
Q4 | $672K | Sell |
7,681
-822
| -10% | -$71.9K | 0.06% | 284 |
|
|
2024
Q3 | $571K | Buy |
8,503
+96
| +1% | +$6.44K | 0.06% | 325 |
|
|
2024
Q2 | $542K | Buy |
8,407
+753
| +10% | +$48.6K | 0.06% | 322 |
|
|
2024
Q1 | $647K | Sell |
7,654
-258
| -3% | -$21.8K | 0.07% | 258 |
|
|
2023
Q4 | $612K | Buy |
7,912
+275
| +4% | +$21.3K | 0.08% | 262 |
|
|
2023
Q3 | $338K | Buy |
7,637
+652
| +9% | +$28.9K | 0.05% | 372 |
|
|
2023
Q2 | $465K | Buy |
6,985
+363
| +5% | +$24.2K | 0.07% | 289 |
|
|
2023
Q1 | $454K | Hold |
6,622
| – | – | 0.07% | 269 |
|
|
2022
Q4 | $416K | Buy |
6,622
+300
| +5% | +$18.9K | 0.08% | 283 |
|
|
2022
Q3 | $348K | Sell |
6,322
-85
| -1% | -$4.68K | 0.07% | 299 |
|
|
2022
Q2 | $394K | Buy |
6,407
+3,248
| +103% | +$200K | 0.08% | 286 |
|
|
2022
Q1 | $443K | Sell |
3,159
-50
| -2% | -$7.01K | 0.08% | 278 |
|
|
2021
Q4 | $328K | Sell |
3,209
-1,825
| -36% | -$187K | 0.05% | 354 |
|
|
2021
Q3 | $1.2M | Hold |
5,034
| – | – | 0.22% | 123 |
|
|
2021
Q2 | $1.2M | Buy |
5,034
+89
| +2% | +$21.1K | 0.22% | 123 |
|
|
2021
Q1 | $1.12M | Buy |
4,945
+545
| +12% | +$124K | 0.22% | 122 |
|
|
2020
Q4 | $958K | Buy |
4,400
+109
| +3% | +$23.7K | 0.2% | 128 |
|
|
2020
Q3 | $698K | Buy |
4,291
+563
| +15% | +$91.6K | 0.19% | 136 |
|
|
2020
Q2 | $391K | Sell |
3,728
-5,626
| -60% | -$590K | 0.13% | 189 |
|
|
2020
Q1 | $490K | Sell |
9,354
-4,813
| -34% | -$252K | 0.02% | 228 |
|
|
2019
Q4 | $886K | Sell |
14,167
-433
| -3% | -$27.1K | 0.09% | 213 |
|
|
2019
Q3 | $904K | Buy |
14,600
+7,056
| +94% | +$437K | 0.1% | 195 |
|
|
2019
Q2 | $547K | Buy |
7,544
+4,332
| +135% | +$314K | 0.24% | 123 |
|
|
2019
Q1 | $241K | Buy |
+3,212
| New | +$241K | 0.12% | 203 |
|