HBK Sorce Advisory’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$871K Sell
2025
Q2
$799K Sell
2025
Q1
$1.3M Buy
2024
Q4
$1.56M Buy
2024
Q3
$1.35M Buy
2024
Q2
$1.09M Buy
2024
Q1
$1.16M Buy
2023
Q4
$923K Sell
2023
Q3
$824K Sell
2023
Q2
$778K Buy
2023
Q1
$725K Buy
2019
Q4
Sell
2019
Q3
$299K Buy