United Capital Financial Advisors’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 | $606K | Buy |
8,917
+200
| +2% | +$13.6K | ﹤0.01% | 722 |
|
|
2025
Q1 | $474K | Buy |
8,717
+469
| +6% | +$25.5K | ﹤0.01% | 754 |
|
|
2024
Q4 | $701K | Sell |
8,248
-206
| -2% | -$17.5K | 0.01% | 634 |
|
|
2024
Q3 | $568K | Buy |
8,454
+339
| +4% | +$22.8K | ﹤0.01% | 699 |
|
|
2024
Q2 | $523K | Sell |
8,115
-891
| -10% | -$57.5K | ﹤0.01% | 696 |
|
|
2024
Q1 | $762K | Buy |
9,006
+726
| +9% | +$61.4K | 0.01% | 626 |
|
|
2023
Q4 | $640K | Buy |
+8,280
| New | +$640K | 0.01% | 665 |
|
|
2023
Q3 | – | Sell |
-4,665
| Closed | -$311K | – | 909 |
|
|
2023
Q2 | $311K | Sell |
4,665
-1,424
| -23% | -$94.8K | ﹤0.01% | 761 |
|
|
2023
Q1 | $418K | Sell |
6,089
-3,956
| -39% | -$272K | ﹤0.01% | 755 |
|
|
2022
Q4 | $631K | Sell |
10,045
-2,299
| -19% | -$144K | ﹤0.01% | 720 |
|
|
2022
Q3 | $679K | Sell |
12,344
-1,550
| -11% | -$85.3K | ﹤0.01% | 692 |
|
|
2022
Q2 | $854K | Sell |
13,894
-2,128
| -13% | -$131K | ﹤0.01% | 662 |
|
|
2022
Q1 | $2.17M | Sell |
16,022
-25,700
| -62% | -$3.49M | 0.01% | 496 |
|
|
2021
Q4 | $6.74M | Buy |
41,722
+306
| +0.7% | +$49.4K | 0.03% | 330 |
|
|
2021
Q3 | $9.93M | Sell |
41,416
-799
| -2% | -$192K | 0.05% | 276 |
|
|
2021
Q2 | $10.3M | Buy |
42,215
+7,376
| +21% | +$1.8M | 0.05% | 267 |
|
|
2021
Q1 | $7.91M | Buy |
34,839
+4,244
| +14% | +$964K | 0.04% | 288 |
|
|
2020
Q4 | $6.66M | Buy |
30,595
+9,405
| +44% | +$2.05M | 0.04% | 305 |
|
|
2020
Q3 | $3.44M | Sell |
21,190
-12,668
| -37% | -$2.06M | 0.02% | 399 |
|
|
2020
Q2 | $3.55M | Sell |
33,858
-1,509
| -4% | -$158K | 0.03% | 416 |
|
|
2020
Q1 | $1.85M | Sell |
35,367
-3,484
| -9% | -$183K | 0.02% | 508 |
|
|
2019
Q4 | $2.43M | Buy |
38,851
+827
| +2% | +$51.7K | 0.02% | 563 |
|
|
2019
Q3 | $2.36M | Sell |
38,024
-1,780
| -4% | -$110K | 0.02% | 557 |
|
|
2019
Q2 | $2.89M | Sell |
39,804
-33,622
| -46% | -$2.44M | 0.02% | 520 |
|
|
2019
Q1 | $5.5M | Buy |
73,426
+47,051
| +178% | +$3.53M | 0.04% | 394 |
|
|
2018
Q4 | $1.48M | Buy |
26,375
+2,483
| +10% | +$139K | 0.01% | 626 |
|
|
2018
Q3 | $2.37M | Buy |
23,892
+2,104
| +10% | +$208K | 0.02% | 569 |
|
|
2018
Q2 | $1.34M | Buy |
21,788
+15,851
| +267% | +$977K | 0.01% | 686 |
|
|
2018
Q1 | $292K | Sell |
5,937
-4,566
| -43% | -$225K | ﹤0.01% | 1103 |
|
|
2017
Q4 | $364K | Buy |
+10,503
| New | +$364K | ﹤0.01% | 1049 |
|