Creative Planning’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 | $179K | Buy |
13,685
+270
| +2% | +$3.53K | ﹤0.01% | 3254 |
|
|
2025
Q1 | $205K | Buy |
13,415
+1,529
| +13% | +$23.3K | ﹤0.01% | 3039 |
|
|
2024
Q4 | $174K | Buy |
11,886
+29
| +0.2% | +$423 | ﹤0.01% | 3007 |
|
|
2024
Q3 | $179K | Sell |
11,857
-4,100
| -26% | -$61.9K | ﹤0.01% | 2879 |
|
|
2024
Q2 | $250K | Buy |
15,957
+3,956
| +33% | +$62K | ﹤0.01% | 2493 |
|
|
2024
Q1 | $192K | Sell |
12,001
-1,178
| -9% | -$18.8K | ﹤0.01% | 2569 |
|
|
2023
Q4 | $210K | Buy |
13,179
+921
| +8% | +$14.7K | ﹤0.01% | 2386 |
|
|
2023
Q3 | $211K | Sell |
12,258
-4,810
| -28% | -$82.9K | ﹤0.01% | 2194 |
|
|
2023
Q2 | $272K | Buy |
17,068
+3,598
| +27% | +$57.4K | ﹤0.01% | 1976 |
|
|
2023
Q1 | $211K | Sell |
13,470
-2,000
| -13% | -$31.4K | ﹤0.01% | 2081 |
|
|
2022
Q4 | $261K | Buy |
15,470
+3,420
| +28% | +$57.7K | ﹤0.01% | 1808 |
|
|
2022
Q3 | $189K | Sell |
12,050
-91
| -0.7% | -$1.43K | ﹤0.01% | 1913 |
|
|
2022
Q2 | $166K | Buy |
+12,141
| New | +$166K | ﹤0.01% | 1900 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$16K | – | 2079 |
|
|
2017
Q2 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 3269 |
|
|
2017
Q1 | $17K | Sell |
1,000
-4,000
| -80% | -$68K | ﹤0.01% | 3180 |
|
|
2016
Q4 | $94K | Hold |
5,000
| – | – | ﹤0.01% | 1899 |
|
|
2016
Q3 | $89K | Buy |
+5,000
| New | +$89K | ﹤0.01% | 1912 |
|