Transamerica Financial Advisors’s Blackrock BLK Stock Holding History

Transamerica Financial Advisors’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Sell	965 -56	-5%	-$58.8K	0.1%	146
2025 Q1	$966K	Buy	1,021 +68	+7%	+$64.3K	0.1%	161
2024 Q4	$977K	Sell	953 -139	-13%	-$143K	0.1%	151
2024 Q3	$1.04M	Sell	1,092 -56	-5%	-$53.2K	0.1%	147
2024 Q2	$904K	Hold	1,148	–	–	0.1%	145
2024 Q1	$957K	Buy	1,148 +205	+22%	+$171K	0.1%	157
2023 Q4	$766K	Sell	943 -563	-37%	-$457K	0.11%	135
2023 Q3	$974K	Sell	1,506 -97	-6%	-$62.7K	0.13%	131
2023 Q2	$1.11M	Sell	1,603 -4	-0.2%	-$2.77K	0.14%	128
2023 Q1	$1.08M	Buy	1,607 +57	+4%	+$38.1K	0.14%	119
2022 Q4	$1.1M	Buy	1,550 +162	+12%	+$115K	0.16%	120
2022 Q3	$764K	Buy	1,388 +232	+20%	+$128K	0.11%	140
2022 Q2	$704K	Buy	1,156 +1,155	+115,500%	+$703K	0.1%	144
2022 Q1	$1K	Hold	1	–	–	0.04%	58
2021 Q4	$1K	Hold	1	–	–	0.03%	70
2021 Q3	$1K	Hold	1	–	–	0.03%	69
2021 Q2	$1K	Hold	1	–	–	0.02%	91
2021 Q1	$1K	Hold	1	–	–	0.02%	124
2020 Q4	$1K	Sell	1 -1	-50%	-$1K	0.02%	118
2020 Q3	$1K	Sell	2 -446	-100%	-$223K	0.02%	138
2020 Q2	$244K	Buy	+448	New	+$244K	0.05%	144
2019 Q3	–	Sell	-293	Closed	-$138K	–	130
2019 Q2	$138K	Buy	+293	New	+$138K	0.03%	199
2019 Q1	–	Sell	-91	Closed	-$36K	–	126
2018 Q4	$36K	Buy	91 +79	+658%	+$31.3K	0.01%	230
2018 Q3	$6K	Buy	+12	New	+$6K	﹤0.01%	323
2016 Q2	–	Sell	-1,000	Closed	-$341K	–	433
2016 Q1	$341K	Hold	1,000	–	–	0.03%	258
2015 Q4	$341K	Hold	1,000	–	–	0.03%	271
2015 Q3	$298K	Hold	1,000	–	–	0.02%	260
2015 Q2	$346K	Hold	1,000	–	–	0.02%	273
2015 Q1	$366K	Hold	1,000	–	–	0.03%	267
2014 Q4	$358K	Hold	1,000	–	–	0.03%	232
2014 Q3	$329K	Hold	1,000	–	–	0.03%	211
2014 Q2	$320K	Hold	1,000	–	–	0.03%	228
2014 Q1	$315K	Hold	1,000	–	–	0.03%	202
2013 Q4	$317K	Hold	1,000	–	–	0.03%	198
2013 Q3	$271K	Sell	1,000 -2,577	-72%	-$698K	0.04%	210
2013 Q2	$919K	Buy	+3,577	New	+$919K	0.15%	79