IRON Financial’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Buy
2,965
+3
+0.1% +$449 0.23% 71
2025
Q1
$414K Sell
2,962
-36
-1% -$5.03K 0.23% 63
2024
Q4
$517K Sell
2,998
-158
-5% -$27.2K 0.29% 55
2024
Q3
$483K Buy
3,156
+4
+0.1% +$612 0.26% 60
2024
Q2
$390K Buy
3,152
+5
+0.2% +$619 0.22% 71
2024
Q1
$413K Buy
3,147
+5
+0.2% +$657 0.23% 67
2023
Q4
$411K Sell
3,142
-300
-9% -$39.3K 0.23% 66
2023
Q3
$369K Hold
3,442
0.21% 68
2023
Q2
$320K Hold
3,442
0.17% 67
2023
Q1
$302K Hold
3,442
0.17% 67
2022
Q4
$255K Hold
3,442
0.15% 75
2022
Q3
$288K Buy
3,442
+7
+0.2% +$586 0.16% 77
2022
Q2
$313K Buy
3,435
+9
+0.3% +$820 0.16% 78
2022
Q1
$435K Buy
3,426
+7
+0.2% +$889 0.2% 67
2021
Q4
$442K Buy
3,419
+5
+0.1% +$646 0.2% 67
2021
Q3
$397K Buy
3,414
+4
+0.1% +$465 0.19% 65
2021
Q2
$331K Buy
3,410
+5
+0.1% +$485 0.15% 72
2021
Q1
$254K Sell
3,405
-2,246
-40% -$168K 0.13% 84
2020
Q4
$366K Buy
5,651
+983
+21% +$63.7K 0.18% 60
2020
Q3
$244K Buy
+4,668
New +$244K 0.13% 86
2019
Q4
Sell
-5,935
Closed -$290K 119
2019
Q3
$290K Hold
5,935
0.22% 76
2019
Q2
$208K Buy
+5,935
New +$208K 0.19% 82