IFG Advisory’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
2,252
-651
-22% -$97.4K 0.02% 573
2025
Q1
$406K Sell
2,903
-95
-3% -$13.3K 0.02% 479
2024
Q4
$517K Buy
+2,998
New +$517K 0.03% 414
2024
Q3
Sell
-3,297
Closed -$408K 413
2024
Q2
$408K Buy
+3,297
New +$408K 0.03% 439
2024
Q1
Sell
-2,197
Closed -$288K 396
2023
Q4
$288K Buy
2,197
+21
+1% +$2.75K 0.02% 479
2023
Q3
$233K Buy
+2,176
New +$233K 0.02% 487