Synovus Financial’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
$261K Sell
3,844
-26
-0.7% -$1.77K ﹤0.01% 812
2025
Q1
$210K Sell
3,870
-2,597
-40% -$141K ﹤0.01% 853
2024
Q4
$550K Sell
6,467
-3,707
-36% -$315K 0.01% 620
2024
Q3
$683K Buy
10,174
+1,593
+19% +$107K 0.01% 601
2024
Q2
$553K Buy
8,581
+97
+1% +$6.26K 0.01% 603
2024
Q1
$718K Buy
8,484
+64
+0.8% +$5.41K 0.01% 540
2023
Q4
$651K Buy
+8,420
New +$651K 0.01% 541
2023
Q1
Sell
-6,217
Closed -$391K 885
2022
Q4
$391K Buy
6,217
+1,710
+38% +$107K ﹤0.01% 677
2022
Q3
$244K Buy
4,507
+414
+10% +$22.4K ﹤0.01% 752
2022
Q2
$250K Sell
4,093
-6
-0.1% -$366 ﹤0.01% 755
2022
Q1
$555K Sell
4,099
-1,666
-29% -$226K 0.01% 598
2021
Q4
$923K Buy
5,765
+49
+0.9% +$7.85K 0.01% 475
2021
Q3
$1.36M Buy
5,716
+1,832
+47% +$436K 0.01% 374
2021
Q2
$948K Buy
3,884
+107
+3% +$26.1K 0.01% 445
2021
Q1
$858K Sell
3,777
-107
-3% -$24.3K 0.01% 429
2020
Q4
$844K Buy
3,884
+830
+27% +$180K 0.01% 407
2020
Q3
$497K Hold
3,054
0.01% 493
2020
Q2
$320K Sell
3,054
-5,075
-62% -$532K ﹤0.01% 563
2020
Q1
$425K Buy
8,129
+6,129
+306% +$320K 0.01% 559
2019
Q4
$126K Hold
2,000
﹤0.01% 755
2019
Q3
$124K Hold
2,000
﹤0.01% 733
2019
Q2
$146K Hold
2,000
﹤0.01% 655
2019
Q1
$150K Buy
+2,000
New +$150K ﹤0.01% 631