Thurston Springer Miller Herd & Titak’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
$9.17K Sell
135
-87
-39% -$5.91K ﹤0.01% 1164
2025
Q1
$12.1K Sell
222
-1
-0.4% -$54 ﹤0.01% 1057
2024
Q4
$18.9K Buy
223
+23
+12% +$1.95K ﹤0.01% 741
2024
Q3
$13.4K Buy
200
+64
+47% +$4.3K ﹤0.01% 935
2024
Q2
$8.77K Buy
+136
New +$8.77K ﹤0.01% 1065