1.Click Queries
2.Click Manage Queries
3.Select a category that you want to store this query in
4.Select New Query under the tasks menu
5.Name the query 
6.Set the Starting criteria to Base/All Constituents
7.Set the Data Return Type to Journal Entries
8.Under Criteria Matching select Match Each Critiera
9.Select Commonly Used Fields from the Available Fields drop down menu and click on Journal Entry Date
10.Fill in date range
11.Select Journal from the Available Fields drop down menu and click on Transaction Gift Type
12.Mark Stock
13.Click Save and Preview

1.Click Reports
2.Click Manage Reports
3.Select a category that you want to store this report in 
4.Select New Report under the Task Menu
5.Name the report
6.Select Commonly Used fields from the available fields and click on Account Name (full address if needed) Date
7.Select Gift Type Fields  from the available fields and click on Stock Number of Shares, Stock Price Per Share, and Stock Sale Price Per Share
8.In the top tile, choose to Group Report By Account
9.Under the Group selection choose to Hide Group Total
10.Click Save and Run under the Task Menu
11.Under Query select your category in the top box and your query in the bottom box
12.At the bottom of the page select a Delivery Option and then click Submit