JNBA Financial 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 | $271K | Sell |
1,813
-169
| -9% | -$25.3K | 0.03% | 166 |
|
|
2025
Q1 | $277K | Sell |
1,982
-290
| -13% | -$40.5K | 0.03% | 162 |
|
|
2024
Q4 | $392K | Sell |
2,272
-87
| -4% | -$15K | 0.04% | 143 |
|
|
2024
Q3 | $361K | Hold |
2,359
| – | – | 0.04% | 148 |
|
|
2024
Q2 | $292K | Hold |
2,359
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $310K | Sell |
2,359
-10
| -0.4% | -$1.31K | 0.03% | 166 |
|
|
2023
Q4 | $310K | Hold |
2,369
| – | – | 0.04% | 167 |
|
|
2023
Q3 | $254K | Sell |
2,369
-17
| -0.7% | -$1.82K | 0.03% | 174 |
|
|
2023
Q2 | $222K | Hold |
2,386
| – | – | 0.03% | 184 |
|
|
2023
Q1 | $210K | Buy |
2,386
+300
| +14% | +$26.4K | 0.03% | 187 |
|
|
2022
Q4 | $155K | Hold |
2,086
| – | – | 0.02% | 199 |
|
|
2022
Q3 | $175K | Hold |
2,086
| – | – | 0.03% | 189 |
|
|
2022
Q2 | $190K | Sell |
2,086
-12
| -0.6% | -$1.09K | 0.03% | 184 |
|
|
2022
Q1 | $266K | Buy |
2,098
+181
| +9% | +$22.9K | 0.04% | 167 |
|
|
2021
Q4 | $248K | Hold |
1,917
| – | – | 0.03% | 179 |
|
|
2021
Q3 | $223K | Hold |
1,917
| – | – | 0.03% | 184 |
|
|
2021
Q2 | $186K | Hold |
1,917
| – | – | 0.03% | 194 |
|
|
2021
Q1 | $143K | Hold |
1,917
| – | – | 0.02% | 203 |
|
|
2020
Q4 | $124K | Hold |
1,917
| – | – | 0.02% | 196 |
|
|
2020
Q3 | $100K | Buy |
1,917
+17
| +0.9% | +$887 | 0.02% | 196 |
|
|
2020
Q2 | $108K | Hold |
1,900
| – | – | 0.02% | 181 |
|
|
2020
Q1 | $87K | Hold |
1,900
| – | – | 0.02% | 184 |
|
|
2019
Q4 | $106K | Hold |
1,900
| – | – | 0.02% | 179 |
|
|
2019
Q3 | $93K | Sell |
1,900
-100
| -5% | -$4.9K | 0.02% | 178 |
|
|
2019
Q2 | $89K | Buy |
2,000
+100
| +5% | +$4.45K | 0.02% | 187 |
|
|
2019
Q1 | $66K | Hold |
1,900
| – | – | 0.01% | 199 |
|
|
2018
Q4 | $57K | Buy |
1,900
+1,700
| +850% | +$51K | 0.01% | 190 |
|
|
2018
Q3 | $8K | Sell |
200
-3,400
| -94% | -$136K | ﹤0.01% | 392 |
|
|
2018
Q2 | $116K | Buy |
3,600
+450
| +14% | +$14.5K | 0.02% | 160 |
|
|
2018
Q1 | $101K | Sell |
3,150
-1,000
| -24% | -$32.1K | 0.02% | 166 |
|
|
2017
Q4 | $133K | Hold |
4,150
| – | – | 0.03% | 150 |
|
|
2017
Q3 | $138K | Hold |
4,150
| – | – | 0.03% | 142 |
|
|
2017
Q2 | $138K | Hold |
4,150
| – | – | 0.03% | 144 |
|
|
2017
Q1 | $123K | Hold |
4,150
| – | – | 0.03% | 150 |
|
|
2016
Q4 | $112K | Sell |
4,150
-375
| -8% | -$10.1K | 0.03% | 156 |
|
|
2016
Q3 | $116K | Buy |
4,525
+3,125
| +223% | +$80.1K | 0.02% | 322 |
|
|
2016
Q2 | $34K | Hold |
1,400
| – | – | 0.01% | 239 |
|
|
2016
Q1 | $39K | Sell |
1,400
-500
| -26% | -$13.9K | 0.01% | 220 |
|
|
2015
Q4 | $56K | Sell |
1,900
-138
| -7% | -$4.07K | 0.02% | 181 |
|
|
2015
Q3 | $63K | Buy |
2,038
+917
| +82% | +$28.3K | 0.03% | 166 |
|
|
2015
Q2 | $45K | Hold |
1,121
| – | – | 0.02% | 196 |
|
|
2015
Q1 | $43K | Hold |
1,121
| – | – | 0.02% | 200 |
|
|
2014
Q4 | $37K | Hold |
1,121
| – | – | 0.01% | 212 |
|
|
2014
Q3 | $35K | Hold |
1,121
| – | – | 0.02% | 222 |
|
|
2014
Q2 | $37K | Buy |
1,121
+1,019
| +999% | +$33.6K | 0.02% | 204 |
|
|
2014
Q1 | $3K | Hold |
102
| – | – | ﹤0.01% | 406 |
|
|
2013
Q4 | $3K | Hold |
102
| – | – | ﹤0.01% | 377 |
|
|
2013
Q3 | $2K | Hold |
102
| – | – | ﹤0.01% | 384 |
|
|
2013
Q2 | $2K | Buy |
+102
| New | +$2K | ﹤0.01% | 338 |
|