Financial Advocates Investment Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Sell |
3,555
-3,426
| -49% | -$513K | 0.04% | 344 |
|
|
2025
Q1 | $976K | Buy |
6,981
+129
| +2% | +$18K | 0.07% | 282 |
|
|
2024
Q4 | $1.18M | Buy |
6,852
+171
| +3% | +$29.5K | 0.07% | 264 |
|
|
2024
Q3 | $1.02M | Buy |
6,681
+372
| +6% | +$57K | 0.06% | 302 |
|
|
2024
Q2 | $781K | Sell |
6,309
-1,510
| -19% | -$187K | 0.05% | 342 |
|
|
2024
Q1 | $1.03M | Buy |
7,819
+190
| +2% | +$25K | 0.06% | 305 |
|
|
2023
Q4 | $999K | Buy |
7,629
+232
| +3% | +$30.4K | 0.07% | 288 |
|
|
2023
Q3 | $793K | Buy |
7,397
+437
| +6% | +$46.8K | 0.06% | 310 |
|
|
2023
Q2 | $647K | Sell |
6,960
-856
| -11% | -$79.6K | 0.05% | 346 |
|
|
2023
Q1 | $687K | Sell |
7,816
-933
| -11% | -$82K | 0.05% | 352 |
|
|
2022
Q4 | $649K | Sell |
8,749
-1,461
| -14% | -$108K | 0.05% | 383 |
|
|
2022
Q3 | $841K | Sell |
10,210
-1,004
| -9% | -$82.7K | 0.07% | 288 |
|
|
2022
Q2 | $1.02M | Sell |
11,214
-429
| -4% | -$39.1K | 0.08% | 266 |
|
|
2022
Q1 | $1.48M | Sell |
11,643
-105
| -0.9% | -$13.3K | 0.1% | 232 |
|
|
2021
Q4 | $1.52M | Buy |
11,748
+3,195
| +37% | +$413K | 0.1% | 241 |
|
|
2021
Q3 | $995K | Buy |
8,553
+1,083
| +14% | +$126K | 0.07% | 315 |
|
|
2021
Q2 | $725K | Sell |
7,470
-5,237
| -41% | -$508K | 0.05% | 376 |
|
|
2021
Q1 | $947K | Buy |
12,707
+406
| +3% | +$30.3K | 0.07% | 317 |
|
|
2020
Q4 | $797K | Buy |
12,301
+842
| +7% | +$54.6K | 0.05% | 346 |
|
|
2020
Q3 | $598K | Sell |
11,459
-110
| -1% | -$5.74K | 0.05% | 333 |
|
|
2020
Q2 | $655K | Sell |
11,569
-1,042
| -8% | -$59K | 0.06% | 303 |
|
|
2020
Q1 | $575K | Buy |
12,611
+3,494
| +38% | +$159K | 0.08% | 254 |
|
|
2019
Q4 | $510K | Buy |
9,117
+1,182
| +15% | +$66.1K | 0.05% | 303 |
|
|
2019
Q3 | $388K | Sell |
7,935
-6,036
| -43% | -$295K | 0.04% | 332 |
|
|
2019
Q2 | $621K | Buy |
13,971
+3,253
| +30% | +$145K | 0.07% | 247 |
|
|
2019
Q1 | $375K | Sell |
10,718
-223
| -2% | -$7.8K | 0.05% | 323 |
|
|
2018
Q4 | $326K | Sell |
10,941
-748
| -6% | -$22.3K | 0.04% | 323 |
|
|
2018
Q3 | $446K | Buy |
11,689
+101
| +0.9% | +$3.85K | 0.05% | 308 |
|
|
2018
Q2 | $384K | Sell |
11,588
-10,990
| -49% | -$364K | 0.05% | 317 |
|
|
2018
Q1 | $721K | Sell |
22,578
-15,514
| -41% | -$495K | 0.09% | 212 |
|
|
2017
Q4 | $1.22M | Buy |
+38,092
| New | +$1.22M | 0.17% | 133 |
|