IFP Advisors’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
7,228
+1,564
+28% +$241K 0.03% 550
2025
Q1
$792K Sell
5,664
-1,517
-21% -$212K 0.02% 613
2024
Q4
$1.24M Buy
7,181
+4,708
+190% +$812K 0.04% 472
2024
Q3
$379K Sell
2,473
-50
-2% -$7.65K 0.01% 800
2024
Q2
$312K Sell
2,523
-310
-11% -$38.4K 0.01% 825
2024
Q1
$372K Sell
2,833
-274
-9% -$36K 0.02% 713
2023
Q4
$407K Sell
3,107
-45,149
-94% -$5.91M 0.02% 648
2023
Q3
$5.17M Sell
48,256
-1,116
-2% -$120K 0.23% 92
2023
Q2
$4.59M Sell
49,372
-540
-1% -$50.2K 0.19% 107
2023
Q1
$2.32M Sell
49,912
-18,074
-27% -$842K 0.1% 203
2022
Q4
$3.21M Sell
67,986
-7,405
-10% -$349K 0.09% 243
2022
Q3
$3.54M Buy
75,391
+2,751
+4% +$129K 0.09% 235
2022
Q2
$3.41M Hold
72,640
0.11% 215
2022
Q1
$3.41M Buy
72,640
+13,446
+23% +$631K 0.11% 215
2021
Q4
$7.66M Sell
59,194
-31,882
-35% -$4.13M 0.15% 79
2021
Q3
$10.6M Buy
91,076
+38,569
+73% +$4.49M 0.21% 54
2021
Q2
$5.1M Buy
52,507
+253
+0.5% +$24.6K 0.11% 108
2021
Q1
$3.89M Sell
52,254
-902
-2% -$67.2K 0.08% 128
2020
Q4
$3.43M Buy
53,156
+3,753
+8% +$242K 0.14% 121
2020
Q3
$2.58M Sell
49,403
-1,254
-2% -$65.6K 0.15% 135
2020
Q2
$2.83M Buy
50,657
+1,659
+3% +$92.8K 0.22% 94
2020
Q1
$2.35M Sell
48,998
-2,577
-5% -$124K 0.24% 95
2019
Q4
$2.9M Sell
51,575
-2,001
-4% -$113K 0.22% 107
2019
Q3
$2.7M Buy
+53,576
New +$2.7M 0.18% 126
2019
Q1
$2.7M Sell
77,754
-84,897
-52% -$2.95M 0.37% 55
2018
Q4
$4.89M Sell
162,651
-6,784
-4% -$204K 0.3% 74
2018
Q3
$6.45M Sell
169,435
-4,352
-3% -$166K 0.26% 77
2018
Q2
$5.59M Buy
173,787
+1,335
+0.8% +$42.9K 0.24% 98
2018
Q1
$5.52M Buy
172,452
+6,000
+4% +$192K 0.25% 85
2017
Q4
$5.33M Sell
166,452
-13,454
-7% -$431K 0.24% 89
2017
Q3
$6M Sell
179,906
-3,425
-2% -$114K 0.24% 86
2017
Q2
$6.11M Sell
183,331
-434
-0.2% -$14.5K 0.26% 82
2017
Q1
$5.46M Buy
183,765
+24,364
+15% +$724K 0.24% 91
2016
Q4
$4.31M Buy
159,401
+22,609
+17% +$611K 0.21% 106
2016
Q3
$3.49M Buy
136,792
+16,349
+14% +$417K 0.18% 118
2016
Q2
$2.96M Buy
120,443
+42,689
+55% +$1.05M 0.17% 126
2016
Q1
$2.7M Sell
77,754
-75,007
-49% -$2.61M 0.37% 55
2015
Q4
$4.47M Buy
+152,761
New +$4.47M 0.3% 73