Howard Financial Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
1,931
-7,222
| -79% | -$1.08M | 0.04% | 141 |
|
|
2025
Q1 | $1.28M | Sell |
9,153
-316
| -3% | -$44.2K | 0.17% | 55 |
|
|
2024
Q4 | $1.63M | Buy |
9,469
+8,082
| +583% | +$1.39M | 0.22% | 49 |
|
|
2024
Q3 | $212K | Buy |
+1,387
| New | +$212K | 0.03% | 154 |
|
|
2024
Q2 | – | Sell |
-3,145
| Closed | -$413K | – | 157 |
|
|
2024
Q1 | $413K | Buy |
3,145
+1
| +0% | +$131 | 0.07% | 102 |
|
|
2023
Q4 | $412K | Buy |
3,144
+17
| +0.5% | +$2.23K | 0.08% | 96 |
|
|
2023
Q3 | $335K | Buy |
3,127
+41
| +1% | +$4.39K | 0.08% | 104 |
|
|
2023
Q2 | $287K | Buy |
3,086
+1
| +0% | +$93 | 0.07% | 111 |
|
|
2023
Q1 | $271K | Buy |
3,085
+1
| +0% | +$88 | 0.07% | 110 |
|
|
2022
Q4 | $229K | Sell |
3,084
-674
| -18% | -$50K | 0.06% | 119 |
|
|
2022
Q3 | $315K | Buy |
3,758
+207
| +6% | +$17.4K | 0.1% | 93 |
|
|
2022
Q2 | $324K | Buy |
3,551
+472
| +15% | +$43.1K | 0.11% | 83 |
|
|
2022
Q1 | $391K | Buy |
3,079
+2
| +0.1% | +$254 | 0.12% | 77 |
|
|
2021
Q4 | $398K | Buy |
3,077
+1
| +0% | +$129 | 0.12% | 70 |
|
|
2021
Q3 | $358K | Hold |
3,076
| – | – | 0.13% | 74 |
|
|
2021
Q2 | $299K | Sell |
3,076
-1,199
| -28% | -$117K | 0.12% | 90 |
|
|
2021
Q1 | $319K | Buy |
4,275
+2
| +0% | +$149 | 0.14% | 86 |
|
|
2020
Q4 | $277K | Buy |
+4,273
| New | +$277K | 0.15% | 85 |
|