Baron Financial Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,275
| Closed | -$220K | – | 48 |
|
|
2024
Q4 | $220K | Buy |
+1,275
| New | +$220K | 0.14% | 47 |
|
|
2023
Q2 | – | Sell |
-2,650
| Closed | -$233K | – | 54 |
|
|
2023
Q1 | $233K | Buy |
+2,650
| New | +$233K | 0.15% | 46 |
|
|
2022
Q4 | – | Sell |
-2,650
| Closed | -$222K | – | 53 |
|
|
2022
Q3 | $222K | Hold |
2,650
| – | – | 0.15% | 49 |
|
|
2022
Q2 | $242K | Hold |
2,650
| – | – | 0.16% | 41 |
|
|
2022
Q1 | $336K | Hold |
2,650
| – | – | 0.2% | 37 |
|
|
2021
Q4 | $343K | Hold |
2,650
| – | – | 0.19% | 38 |
|
|
2021
Q3 | $308K | Sell |
2,650
-150
| -5% | -$17.5K | 0.19% | 40 |
|
|
2021
Q2 | $272K | Sell |
2,800
-750
| -21% | -$72.9K | 0.17% | 43 |
|
|
2021
Q1 | $265K | Buy |
3,550
+1,250
| +54% | +$93.2K | 0.18% | 44 |
|
|
2020
Q4 | $149K | Hold |
2,300
| – | – | 0.12% | 51 |
|
|
2020
Q3 | $120K | Buy |
+2,300
| New | +$120K | 0.11% | 57 |
|