Financial Synergies Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
9,898
+86
+0.9% +$2.65K 0.03% 77
2025
Q1
$318K Buy
9,812
+1,589
+19% +$51.4K 0.04% 67
2024
Q4
$266K Buy
8,223
+120
+1% +$3.88K 0.03% 63
2024
Q3
$237K Sell
8,103
-3,785
-32% -$111K 0.03% 68
2024
Q2
$364K Buy
11,888
+346
+3% +$10.6K 0.05% 59
2024
Q1
$360K Buy
+11,542
New +$360K 0.05% 60
2023
Q4
Sell
-2,150
Closed -$58.8K 475
2023
Q3
$58.8K Buy
+2,150
New +$58.8K 0.01% 109