Global Financial Private Client’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,333
| Closed | -$186K | – | 418 |
|
|
2025
Q1 | $186K | Buy |
1,333
+8
| +0.6% | +$1.12K | 0.07% | 205 |
|
|
2024
Q4 | $228K | Buy |
1,325
+3
| +0.2% | +$517 | 0.09% | 189 |
|
|
2024
Q3 | $202K | Buy |
1,322
+180
| +16% | +$27.6K | 0.08% | 195 |
|
|
2024
Q2 | $141K | Hold |
1,142
| – | – | 0.06% | 206 |
|
|
2024
Q1 | $150K | Hold |
1,142
| – | – | 0.06% | 198 |
|
|
2023
Q4 | $150K | Hold |
1,142
| – | – | 0.07% | 190 |
|
|
2023
Q3 | $122K | Hold |
1,142
| – | – | 0.06% | 197 |
|
|
2023
Q2 | $108K | Hold |
1,142
| – | – | 0.05% | 215 |
|
|
2023
Q1 | $97K | Hold |
1,142
| – | – | 0.05% | 213 |
|
|
2022
Q4 | $84.7K | Hold |
1,142
| – | – | 0.05% | 216 |
|
|
2022
Q3 | $98.8K | Hold |
1,142
| – | – | 0.06% | 197 |
|
|
2022
Q2 | $106K | Buy |
1,142
+227
| +25% | +$21.1K | 0.06% | 184 |
|
|
2022
Q1 | $117K | Hold |
915
| – | – | 0.06% | 175 |
|
|
2021
Q4 | $118K | Buy |
+915
| New | +$118K | 0.06% | 185 |
|