DA
Doliver Advisors’s Black Stone Minerals BSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
31,374
-360
| -1% | -$4.71K | 0.11% | 122 |
|
|
2025
Q1 | $485K | Buy |
31,734
+791
| +3% | +$12.1K | 0.14% | 104 |
|
|
2024
Q4 | $452K | Hold |
30,943
| – | – | 0.13% | 103 |
|
|
2024
Q3 | $467K | Buy |
30,943
+3,856
| +14% | +$58.2K | 0.13% | 96 |
|
|
2024
Q2 | $424K | Sell |
27,087
-232
| -0.8% | -$3.64K | 0.12% | 103 |
|
|
2024
Q1 | $437K | Sell |
27,319
-160
| -0.6% | -$2.56K | 0.12% | 102 |
|
|
2023
Q4 | $439K | Sell |
27,479
-3,171
| -10% | -$50.6K | 0.13% | 98 |
|
|
2023
Q3 | $528K | Sell |
30,650
-274
| -0.9% | -$4.72K | 0.16% | 84 |
|
|
2023
Q2 | $493K | Hold |
30,924
| – | – | 0.15% | 100 |
|
|
2023
Q1 | $485K | Buy |
30,924
+3,100
| +11% | +$48.6K | 0.15% | 90 |
|
|
2022
Q4 | $469K | Buy |
27,824
+1,400
| +5% | +$23.6K | 0.15% | 84 |
|
|
2022
Q3 | $414K | Hold |
26,424
| – | – | 0.15% | 86 |
|
|
2022
Q2 | $362K | Buy |
26,424
+3,300
| +14% | +$45.2K | 0.13% | 107 |
|
|
2022
Q1 | $311K | Buy |
23,124
+4,200
| +22% | +$56.5K | 0.1% | 131 |
|
|
2021
Q4 | $228K | Buy |
18,924
+841
| +5% | +$10.1K | 0.07% | 138 |
|
|
2021
Q3 | $218K | Buy |
+18,083
| New | +$218K | 0.07% | 155 |
|