Evergreen Capital Management’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 | $3.4M | Sell |
260,190
-2,910
| -1% | -$38.1K | 0.1% | 199 |
|
|
2025
Q1 | $4.02M | Sell |
263,100
-58,120
| -18% | -$887K | 0.13% | 174 |
|
|
2024
Q4 | $4.69M | Sell |
321,220
-9,361
| -3% | -$137K | 0.15% | 158 |
|
|
2024
Q3 | $4.99M | Buy |
330,581
+276,425
| +510% | +$4.17M | 0.17% | 149 |
|
|
2024
Q2 | $849K | Buy |
54,156
+20,545
| +61% | +$322K | 0.03% | 335 |
|
|
2024
Q1 | $537K | Hold |
33,611
| – | – | 0.02% | 434 |
|
|
2023
Q4 | $536K | Sell |
33,611
-2,039
| -6% | -$32.5K | 0.02% | 406 |
|
|
2023
Q3 | $614K | Hold |
35,650
| – | – | 0.03% | 347 |
|
|
2023
Q2 | $569K | Hold |
35,650
| – | – | 0.02% | 369 |
|
|
2023
Q1 | $559K | Hold |
35,650
| – | – | 0.03% | 359 |
|
|
2022
Q4 | $601K | Hold |
35,650
| – | – | 0.03% | 341 |
|
|
2022
Q3 | $558K | Hold |
35,650
| – | – | 0.03% | 327 |
|
|
2022
Q2 | $488K | Hold |
35,650
| – | – | 0.03% | 334 |
|
|
2022
Q1 | $480K | Hold |
35,650
| – | – | 0.02% | 385 |
|
|
2021
Q4 | $368K | Hold |
35,650
| – | – | 0.01% | 425 |
|
|
2021
Q3 | $430K | Buy |
+35,650
| New | +$430K | 0.02% | 372 |
|
|
2020
Q3 | – | Sell |
-8,137
| Closed | -$53K | – | 425 |
|
|
2020
Q2 | $53K | Sell |
8,137
-613
| -7% | -$3.99K | ﹤0.01% | 391 |
|
|
2020
Q1 | $41K | Sell |
8,750
-225,065
| -96% | -$1.05M | ﹤0.01% | 360 |
|
|
2019
Q4 | $2.97M | Sell |
233,815
-148,535
| -39% | -$1.89M | 0.25% | 90 |
|
|
2019
Q3 | $5.45M | Sell |
382,350
-2,675
| -0.7% | -$38.1K | 0.51% | 54 |
|
|
2019
Q2 | $5.97M | Sell |
385,025
-132,370
| -26% | -$2.05M | 0.57% | 49 |
|
|
2019
Q1 | $9.13M | Sell |
517,395
-7,725
| -1% | -$136K | 0.92% | 24 |
|
|
2018
Q4 | $8.13M | Sell |
525,120
-53,185
| -9% | -$823K | 0.85% | 25 |
|
|
2018
Q3 | $10.5M | Sell |
578,305
-21,390
| -4% | -$390K | 0.93% | 24 |
|
|
2018
Q2 | $11.1M | Sell |
599,695
-6,175
| -1% | -$114K | 1.04% | 20 |
|
|
2018
Q1 | $10M | Sell |
605,870
-49,000
| -7% | -$811K | 0.96% | 22 |
|
|
2017
Q4 | $11.7M | Buy |
654,870
+41,000
| +7% | +$736K | 1.19% | 17 |
|
|
2017
Q3 | $10.6M | Buy |
613,870
+60,175
| +11% | +$1.04M | 1.24% | 24 |
|
|
2017
Q2 | $8.73M | Buy |
+553,695
| New | +$8.73M | 1.41% | 21 |
|