TFC Financial Management’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 | $748 | Buy |
11
+3
| +38% | +$204 | ﹤0.01% | 609 |
|
|
2025
Q1 | $435 | Hold |
8
| – | – | ﹤0.01% | 670 |
|
|
2024
Q4 | $680 | Hold |
8
| – | – | ﹤0.01% | 612 |
|
|
2024
Q3 | $538 | Sell |
8
-3
| -27% | -$202 | ﹤0.01% | 652 |
|
|
2024
Q2 | $710 | Hold |
11
| – | – | ﹤0.01% | 596 |
|
|
2024
Q1 | $931 | Buy |
11
+3
| +38% | +$254 | ﹤0.01% | 558 |
|
|
2023
Q4 | $619 | Buy |
+8
| New | +$619 | ﹤0.01% | 563 |
|
|
2023
Q3 | – | Sell |
-940
| Closed | -$62.6K | – | 709 |
|
|
2023
Q2 | $62.6K | Sell |
940
-437
| -32% | -$29.1K | 0.02% | 202 |
|
|
2023
Q1 | $94.5K | Buy |
1,377
+442
| +47% | +$30.3K | 0.02% | 173 |
|
|
2022
Q4 | $58.8K | Buy |
+935
| New | +$58.8K | 0.02% | 193 |
|
|
2022
Q1 | – | Sell |
-141
| Closed | -$23K | – | 599 |
|
|
2021
Q4 | $23K | Sell |
141
-22
| -13% | -$3.59K | 0.01% | 265 |
|
|
2021
Q3 | $39K | Buy |
163
+10
| +7% | +$2.39K | 0.01% | 221 |
|
|
2021
Q2 | $37K | Buy |
153
+20
| +15% | +$4.84K | 0.01% | 222 |
|
|
2021
Q1 | $30K | Buy |
133
+22
| +20% | +$4.96K | 0.01% | 224 |
|
|
2020
Q4 | $24K | Hold |
111
| – | – | 0.01% | 237 |
|
|
2020
Q3 | $18K | Buy |
+111
| New | +$18K | 0.01% | 246 |
|