BLOCK INC

Ticker: XYZ CUSIP: 852234103 Class: CL A

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 26,791 Value ($000) $1,744 Avg Close $68.98 Range $56.96 - $81.70
Q3 2025
Shares 17,464 Value ($000) $1,262 Avg Close $74.85 Range $64.85 - $82.50
Q2 2025
Shares 19,454 Value ($000) $1,322 Avg Close $58.18 Range $44.27 - $68.40
Q1 2025
Shares 201,762 Value ($000) $10,962 Avg Close $74.64 Range $52.25 - $94.25
Q4 2024
Shares 19,140 Value ($000) $1,627 Avg Close $82.04 Range $63.94 - $99.26
Q3 2024
Shares 18,437 Value ($000) $1,238 Avg Close $64.60 Range $55.00 - $73.36
Q2 2024
Shares 19,358 Value ($000) $1,248 Avg Close $69.96 Range $60.90 - $84.92
Q1 2024
Shares 17,569 Value ($000) $1,486 Avg Close $72.33 Range $61.83 - $87.52
Q4 2023
Shares 18,132 Value ($000) $1,403 Avg Close $56.54 Range $38.85 - $80.29
Q3 2023
Shares 18,303 Value ($000) $810 Avg Close $61.92 Range $42.77 - $81.47
Q2 2023
Shares 24,132 Value ($000) $1,606 Avg Close $62.48 Range $55.05 - $69.74
Q1 2023
Shares 25,125 Value ($000) $1,725 Avg Close $74.85 Range $56.50 - $89.97
Q4 2022
Shares 26,966 Value ($000) $1,695 Avg Close $61.70 Range $51.34 - $75.77
Q3 2022
Shares 26,626 Value ($000) $1,464 Avg Close $70.80 Range $53.90 - $93.19
Q2 2022
Shares 28,374 Value ($000) $1,744 Avg Close $91.37 Range $56.01 - $145.58
Q1 2022
Shares 32,979 Value ($000) $4,472 Avg Close $121.07 Range $82.72 - $165.20
Q4 2021
Shares 43,152 Value ($000) $6,969 Avg Close $216.70 Range $157.57 - $270.16
Q3 2021
Shares 46,451 Value ($000) $11,141 Avg Close $256.87 Range $225.28 - $289.23
Q2 2021
Shares 31,813 Value ($000) $7,756 Avg Close $231.94 Range $192.21 - $278.13
Q1 2021
Shares 29,687 Value ($000) $6,740,433 Avg Close $233.92 Range $191.36 - $283.19
Q4 2020
Shares 26,106 Value ($000) $5,682 Avg Close $195.07 Range $151.10 - $243.38
Q3 2020
Shares 25,028 Value ($000) $4,068 Avg Close $141.19 Range $106.54 - $170.61
Q2 2020
Shares 24,652 Value ($000) $2,587 Avg Close $76.56 Range $42.33 - $107.84
Q1 2020
Shares 24,248 Value ($000) $1,270 Avg Close $68.39 Range $32.33 - $87.25
Q4 2019
Shares 23,050 Value ($000) $1,442 Avg Close $63.90 Range $57.62 - $69.73
Q3 2019
Shares 25,497 Value ($000) $1,579 Avg Close $67.93 Range $54.41 - $83.20
Q2 2019
Shares 24,393 Value ($000) $1,769 Avg Close $69.86 Range $59.89 - $77.84
Q1 2019
Shares 24,834 Value ($000) $1,860 Avg Close $72.47 Range $52.26 - $82.78
Q4 2018
Shares 24,457 Value ($000) $1,371 Avg Close $70.61 Range $49.82 - $101.15
Q3 2018
Shares 24,878 Value ($000) $2,463 Avg Close $77.13 Range $60.26 - $100.39
Q2 2018
Shares 25,105 Value ($000) $1,547 Avg Close $55.00 Range $43.72 - $69.40
Q1 2018
Shares 23,450 Value ($000) $1,153 Avg Close $45.90 Range $34.68 - $58.46
Q4 2017
Shares 23,655 Value ($000) $820 Avg Close $36.61 Range $28.78 - $49.56
Q3 2017
Shares 1,922 Value ($000) $55 Avg Close $26.18 Range $22.66 - $29.00
Q2 2017
Shares 2,450 Value ($000) $57 Avg Close $20.67 Range $16.66 - $24.97
Q1 2017
Shares 2,514 Value ($000) $43 Avg Close $15.64 Range $13.66 - $18.17
Q4 2016
Shares 2,514 Value ($000) $34 Avg Close $12.45 Range $10.88 - $14.82