Truist 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 | $7.85M | Sell |
115,490
-12,446
| -10% | -$845K | 0.01% | 666 |
|
|
2025
Q1 | $6.95M | Sell |
127,936
-6,240
| -5% | -$339K | 0.01% | 687 |
|
|
2024
Q4 | $11.4M | Buy |
134,176
+5,217
| +4% | +$443K | 0.02% | 529 |
|
|
2024
Q3 | $8.66M | Sell |
128,959
-16,079
| -11% | -$1.08M | 0.01% | 634 |
|
|
2024
Q2 | $9.35M | Buy |
145,038
+1,074
| +0.7% | +$69.3K | 0.01% | 624 |
|
|
2024
Q1 | $12.2M | Sell |
143,964
-1,401
| -1% | -$118K | 0.02% | 554 |
|
|
2023
Q4 | $11.2M | Buy |
145,365
+10,921
| +8% | +$845K | 0.02% | 566 |
|
|
2023
Q3 | $5.95M | Sell |
134,444
-27,851
| -17% | -$1.23M | 0.01% | 772 |
|
|
2023
Q2 | $10.8M | Buy |
162,295
+12,764
| +9% | +$850K | 0.02% | 560 |
|
|
2023
Q1 | $10.3M | Buy |
149,531
+3,882
| +3% | +$266K | 0.02% | 582 |
|
|
2022
Q4 | $9.15M | Sell |
145,649
-3,695
| -2% | -$232K | 0.02% | 600 |
|
|
2022
Q3 | $8.21M | Sell |
149,344
-16,289
| -10% | -$896K | 0.02% | 624 |
|
|
2022
Q2 | $10.2M | Buy |
165,633
+18,681
| +13% | +$1.15M | 0.02% | 562 |
|
|
2022
Q1 | $19.9M | Buy |
146,952
+34,517
| +31% | +$4.68M | 0.03% | 427 |
|
|
2021
Q4 | $18.2M | Buy |
112,435
+11,583
| +11% | +$1.87M | 0.03% | 456 |
|
|
2021
Q3 | $24.2M | Buy |
100,852
+15,184
| +18% | +$3.64M | 0.04% | 362 |
|
|
2021
Q2 | $20.9M | Sell |
85,668
-1,289
| -1% | -$314K | 0.03% | 417 |
|
|
2021
Q1 | $19.7M | Buy |
86,957
+13,069
| +18% | +$2.97M | 0.03% | 413 |
|
|
2020
Q4 | $16.1M | Buy |
73,888
+21,209
| +40% | +$4.62M | 0.03% | 465 |
|
|
2020
Q3 | $8.56M | Sell |
52,679
-2,469
| -4% | -$401K | 0.02% | 592 |
|
|
2020
Q2 | $5.79M | Sell |
55,148
-2,682
| -5% | -$281K | 0.01% | 688 |
|
|
2020
Q1 | $3.03M | Buy |
57,830
+6,575
| +13% | +$344K | 0.01% | 819 |
|
|
2019
Q4 | $3.21M | Buy |
51,255
+41,153
| +407% | +$2.57M | 0.01% | 928 |
|
|
2019
Q3 | $626K | Sell |
10,102
-431
| -4% | -$26.7K | 0.01% | 530 |
|
|
2019
Q2 | $764K | Buy |
10,533
+1,632
| +18% | +$118K | 0.01% | 500 |
|
|
2019
Q1 | $667K | Buy |
8,901
+1,929
| +28% | +$145K | 0.01% | 529 |
|
|
2018
Q4 | $391K | Buy |
6,972
+1,430
| +26% | +$80.2K | 0.01% | 591 |
|
|
2018
Q3 | $549K | Buy |
5,542
+42
| +0.8% | +$4.16K | 0.01% | 568 |
|
|
2018
Q2 | $339K | Hold |
5,500
| – | – | 0.01% | 652 |
|
|
2018
Q1 | $271K | Buy |
+5,500
| New | +$271K | 0.01% | 682 |
|