IFP Advisors’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.7K | Buy |
1,353
+328
| +32% | +$4.29K | ﹤0.01% | 2613 |
|
2025
Q1 | $15.7K | Buy |
1,025
+25
| +3% | +$382 | ﹤0.01% | 2397 |
|
2024
Q4 | $14.6K | Buy |
+1,000
| New | +$14.6K | ﹤0.01% | 2385 |
|
2023
Q3 | – | Sell |
-1,062
| Closed | -$16.9K | – | 3329 |
|
2023
Q2 | $16.9K | Buy |
+1,062
| New | +$16.9K | ﹤0.01% | 2092 |
|
2023
Q1 | – | Sell |
-700
| Closed | -$13K | – | 3493 |
|
2022
Q4 | $13K | Hold |
700
| – | – | ﹤0.01% | 3194 |
|
2022
Q3 | $13K | Buy |
+700
| New | +$13K | ﹤0.01% | 3433 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3473 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3192 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3118 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3040 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 2924 |
|
2018
Q4 | – | Sell |
-1,616
| Closed | -$29K | – | 3491 |
|
2018
Q3 | $29K | Buy |
1,616
+11
| +0.7% | +$197 | ﹤0.01% | 2205 |
|
2018
Q2 | $30K | Buy |
+1,605
| New | +$30K | ﹤0.01% | 2193 |
|