Independent Advisor Alliance’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 | $981K | Buy |
74,998
+1,511
| +2% | +$19.8K | 0.03% | 424 |
|
|
2025
Q1 | $1.12M | Buy |
73,487
+10
| +0% | +$153 | 0.04% | 355 |
|
|
2024
Q4 | $1.07M | Buy |
73,477
+400
| +0.5% | +$5.84K | 0.01% | 713 |
|
|
2024
Q3 | $1.1M | Hold |
73,077
| – | – | 0.04% | 315 |
|
|
2024
Q2 | $1.15M | Hold |
73,077
| – | – | 0.04% | 300 |
|
|
2024
Q1 | $1.17M | Sell |
73,077
-1,360
| -2% | -$21.7K | 0.04% | 297 |
|
|
2023
Q4 | $1.19M | Hold |
74,437
| – | – | 0.04% | 279 |
|
|
2023
Q3 | $1.28M | Hold |
74,437
| – | – | 0.06% | 258 |
|
|
2023
Q2 | $1.19M | Hold |
74,437
| – | – | 0.05% | 271 |
|
|
2023
Q1 | $1.17M | Buy |
+74,437
| New | +$1.17M | 0.06% | 272 |
|