D.L. Carlson Investment Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.18M | Sell |
21,250
-135
| -0.6% | -$20.2K | 0.58% | 49 |
|
2025
Q1 | $2.99M | Sell |
21,385
-4,781
| -18% | -$668K | 0.57% | 54 |
|
2024
Q4 | $4.51M | Sell |
26,166
-369
| -1% | -$63.6K | 0.8% | 30 |
|
2024
Q3 | $4.06M | Hold |
26,535
| – | – | 0.74% | 40 |
|
2024
Q2 | $3.29M | Sell |
26,535
-329
| -1% | -$40.7K | 0.63% | 50 |
|
2024
Q1 | $3.53M | Buy |
+26,864
| New | +$3.53M | 0.69% | 47 |
|