Vident Advisory’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 | $4.92M | Buy |
72,388
+34,367
| +90% | +$2.33M | 0.06% | 282 |
|
2025
Q1 | $2.07M | Buy |
38,021
+10,555
| +38% | +$573K | 0.03% | 472 |
|
2024
Q4 | $2.33M | Sell |
27,466
-2,845
| -9% | -$242K | 0.04% | 380 |
|
2024
Q3 | $2.03M | Sell |
30,311
-14,360
| -32% | -$964K | 0.05% | 381 |
|
2024
Q2 | $2.88M | Buy |
44,671
+5,280
| +13% | +$341K | 0.08% | 266 |
|
2024
Q1 | $3.33M | Buy |
39,391
+3,570
| +10% | +$302K | 0.07% | 280 |
|
2023
Q4 | $2.77M | Sell |
35,821
-453
| -1% | -$35K | 0.07% | 301 |
|
2023
Q3 | $1.61M | Buy |
+36,274
| New | +$1.61M | 0.05% | 367 |
|