Independent Advisor Alliance’s Black Stone Minerals BSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Buy	75,126 +39	+0.1%	+$578	0.01%	767
2025 Q4	$998K	Buy	75,087 +43	+0.1%	+$581	0.02%	470
2025 Q3	$986K	Buy	75,044 +46	+0.1%	+$579	0.03%	447
2025 Q2	$981K	Buy	74,998 +1,511	+2%	+$20.9K	0.03%	424
2025 Q1	$1.12M	Buy	73,487 +10	+0%	+$150	0.04%	355
2024 Q4	$1.07M	Buy	73,477 +400	+0.5%	+$5.96K	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%	-$21.5K	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