Concorde Financial’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87M | Sell |
601,495
-1,879
| -0.3% | -$24.6K | 4.65% | 5 |
|
|
2025
Q1 | $9.21M | Buy |
603,374
+120,165
| +25% | +$1.83M | 5.08% | 3 |
|
|
2024
Q4 | $7.05M | Buy |
483,209
+2,202
| +0.5% | +$32.1K | 4.2% | 6 |
|
|
2024
Q3 | $7.26M | Buy |
481,007
+94,589
| +24% | +$1.43M | 4.28% | 3 |
|
|
2024
Q2 | $6.06M | Buy |
386,418
+6,162
| +2% | +$96.6K | 3.98% | 7 |
|
|
2024
Q1 | $6.08M | Buy |
380,256
+19,941
| +6% | +$319K | 5.53% | 7 |
|
|
2023
Q4 | $5.75M | Sell |
360,315
-10,628
| -3% | -$170K | 3.94% | 10 |
|
|
2023
Q3 | $6.39M | Buy |
370,943
+8
| +0% | +$138 | 10.9% | 3 |
|
|
2023
Q2 | $5.92M | Buy |
370,935
+55,424
| +18% | +$884K | 3.87% | 6 |
|
|
2023
Q1 | $4.95M | Buy |
315,511
+246,843
| +359% | +$3.87M | 3.61% | 9 |
|
|
2022
Q4 | $1.07M | Hold |
68,668
| – | – | 0.72% | 37 |
|
|
2022
Q3 | $1.08M | Sell |
68,668
-132,810
| -66% | -$2.08M | 0.73% | 37 |
|
|
2022
Q2 | $2.76M | Sell |
201,478
-11,909
| -6% | -$163K | 3.08% | 16 |
|
|
2022
Q1 | $3.29M | Buy |
+213,387
| New | +$3.29M | 2.02% | 23 |
|