JBR Co Financial Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.65M Sell
17,716
-130
-0.7% -$19.4K 1.31% 18
2025
Q1
$2.49M Hold
17,846
1.46% 18
2024
Q4
$3.08M Sell
17,846
-325
-2% -$56K 1.88% 12
2024
Q3
$2.78M Hold
18,171
1.82% 14
2024
Q2
$2.25M Hold
18,171
1.58% 17
2024
Q1
$2.39M Hold
18,171
1.9% 14
2023
Q4
$2.38M Buy
+18,171
New +$2.38M 2.23% 12