Fiduciary 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 | $6.77M | Buy |
45,283
+315
| +0.7% | +$47.1K | 0.64% | 47 |
|
|
2025
Q1 | $6.29M | Buy |
44,968
+576
| +1% | +$80.5K | 0.63% | 46 |
|
|
2024
Q4 | $7.65M | Sell |
44,392
-1,954
| -4% | -$337K | 0.77% | 35 |
|
|
2024
Q3 | $7.1M | Sell |
46,346
-547
| -1% | -$83.8K | 0.72% | 40 |
|
|
2024
Q2 | $5.81M | Sell |
46,893
-174
| -0.4% | -$21.5K | 0.62% | 45 |
|
|
2024
Q1 | $6.18M | Sell |
47,067
-885
| -2% | -$116K | 0.67% | 41 |
|
|
2023
Q4 | $6.28M | Sell |
47,952
-1,315
| -3% | -$172K | 0.74% | 39 |
|
|
2023
Q3 | $5.28M | Sell |
49,267
-367
| -0.7% | -$39.3K | 0.67% | 41 |
|
|
2023
Q2 | $4.61M | Buy |
49,634
+910
| +2% | +$84.6K | 0.57% | 48 |
|
|
2023
Q1 | $4.28M | Buy |
48,724
+827
| +2% | +$72.6K | 0.56% | 48 |
|
|
2022
Q4 | $3.55M | Buy |
47,897
+874
| +2% | +$64.8K | 0.47% | 58 |
|
|
2022
Q3 | $4.87M | Buy |
47,023
+8,122
| +21% | +$841K | 0.63% | 47 |
|
|
2022
Q2 | $4.12M | Buy |
38,901
+9,389
| +32% | +$995K | 0.52% | 54 |
|
|
2022
Q1 | $2.85M | Buy |
29,512
+16,261
| +123% | +$1.57M | 0.38% | 64 |
|
|
2021
Q4 | $1.72M | Buy |
13,251
+75
| +0.6% | +$9.71K | 0.19% | 90 |
|
|
2021
Q3 | $1.87M | Hold |
13,176
| – | – | 0.21% | 80 |
|
|
2021
Q2 | $1.54M | Buy |
13,176
+382
| +3% | +$44.6K | 0.18% | 91 |
|
|
2021
Q1 | $1.13M | Hold |
12,794
| – | – | 0.14% | 109 |
|
|
2020
Q4 | $904K | Sell |
12,794
-100
| -0.8% | -$7.07K | 0.12% | 113 |
|
|
2020
Q3 | $673K | Hold |
12,894
| – | – | 0.1% | 120 |
|
|
2020
Q2 | $731K | Sell |
12,894
-71
| -0.5% | -$4.03K | 0.12% | 111 |
|
|
2020
Q1 | $591K | Buy |
12,965
+40
| +0.3% | +$1.82K | 0.12% | 112 |
|
|
2019
Q4 | $723K | Buy |
12,925
+385
| +3% | +$21.5K | 0.12% | 109 |
|
|
2019
Q3 | $612K | Sell |
12,540
-2,000
| -14% | -$97.6K | 0.11% | 116 |
|
|
2019
Q2 | $646K | Buy |
14,540
+500
| +4% | +$22.2K | 0.12% | 114 |
|
|
2019
Q1 | $491K | Sell |
14,040
-85
| -0.6% | -$2.97K | 0.09% | 127 |
|
|
2018
Q4 | $421K | Hold |
14,125
| – | – | 0.09% | 124 |
|
|
2018
Q3 | $538K | Hold |
14,125
| – | – | 0.11% | 121 |
|
|
2018
Q2 | $454K | Sell |
14,125
-500
| -3% | -$16.1K | 0.1% | 128 |
|
|
2018
Q1 | $467K | Buy |
14,625
+2,900
| +25% | +$92.6K | 0.1% | 127 |
|
|
2017
Q4 | $375K | Buy |
11,725
+1,500
| +15% | +$48K | 0.08% | 134 |
|
|
2017
Q3 | $341K | Buy |
10,225
+900
| +10% | +$30K | 0.08% | 136 |
|
|
2017
Q2 | $311K | Sell |
9,325
-400
| -4% | -$13.3K | 0.07% | 138 |
|
|
2017
Q1 | $289K | Buy |
9,725
+500
| +5% | +$14.9K | 0.07% | 147 |
|
|
2016
Q4 | $249K | Sell |
9,225
-2,200
| -19% | -$59.4K | 0.06% | 155 |
|
|
2016
Q3 | $292K | Hold |
11,425
| – | – | 0.08% | 146 |
|
|
2016
Q2 | $280K | Sell |
11,425
-2,816
| -20% | -$69K | 0.08% | 148 |
|
|
2016
Q1 | $399K | Sell |
14,241
-469
| -3% | -$13.1K | 0.12% | 133 |
|
|
2015
Q4 | $430K | Sell |
14,710
-1,721
| -10% | -$50.3K | 0.13% | 127 |
|
|
2015
Q3 | $511K | Buy |
16,431
+917
| +6% | +$28.5K | 0.17% | 130 |
|
|
2015
Q2 | $622K | Buy |
+15,514
| New | +$622K | 0.2% | 125 |
|