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IFP Advisors’s Black Stone Minerals BSM Stock Holding History

IFP Advisors’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,078
Closed -$14.2K – 4899
2025
Q3 		$14.2K Sell
1,078
-275
-20% -$3.46K ﹤0.01% 2742
2025
Q2 		$17.7K Buy
1,353
+328
+32% +$4.54K ﹤0.01% 2613
2025
Q1 		$15.7K Buy
1,025
+25
+3% +$375 ﹤0.01% 2397
2024
Q4 		$14.6K Buy
+1,000
New +$14.9K ﹤0.01% 2385
2023
Q3 		– Sell
-1,062
Closed -$16.9K – 3329
2023
Q2 		$16.9K Buy
+1,062
New +$17K ﹤0.01% 2092
2023
Q1 		– Sell
-700
Closed -$13K – 3493
2022
Q4 		$13K Hold
700
– – ﹤0.01% 3194
2022
Q3 		$13K Buy
+700
New +$10.6K ﹤0.01% 3432
2021
Q3 		– Hold
0
– – – 3541
2021
Q2 		– Hold
0
– – – 3237
2021
Q1 		– Hold
0
– – – 3173
2020
Q4 		– Hold
0
– – – 3080
2020
Q3 		– Hold
0
– – – 2965
2018
Q4 		– Sell
-1,616
Closed -$29K – 3542
2018
Q3 		$29K Buy
1,616
+11
+0.7% +$200 ﹤0.01% 2226
2018
Q2 		$30K Buy
+1,605
New +$28.9K ﹤0.01% 2216

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PDM
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IMA
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Fidelity Investments
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N
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NU
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Brown Advisory
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MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return