JNBA Financial Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $310K | Hold |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $361K | Hold |
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|
2024
Q2 | $292K | Hold |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | $155K | Hold |
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|
2022
Q3 | $175K | Hold |
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|
2022
Q2 | $190K | Sell |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $186K | Hold |
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|
2021
Q1 | $143K | Hold |
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|
2020
Q4 | $124K | Hold |
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|
2020
Q3 | $100K | Buy |
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|
2020
Q2 | $108K | Hold |
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|
2020
Q1 | $87K | Hold |
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|
2019
Q4 | $106K | Hold |
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|
2019
Q3 | $93K | Sell |
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|
2019
Q2 | $89K | Buy |
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|
2019
Q1 | $66K | Hold |
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|
2018
Q4 | $57K | Buy |
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|
2018
Q3 | $8K | Sell |
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|
2018
Q2 | $116K | Buy |
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|
2018
Q1 | $101K | Sell |
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|
2017
Q4 | $133K | Hold |
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|
2017
Q3 | $138K | Hold |
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|
2017
Q2 | $138K | Hold |
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|
2017
Q1 | $123K | Hold |
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|
2016
Q4 | $112K | Sell |
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|
2016
Q3 | $116K | Buy |
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|
2016
Q2 | $34K | Hold |
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|
2016
Q1 | $39K | Sell |
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|
2015
Q4 | $56K | Sell |
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|
2015
Q3 | $63K | Buy |
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|
2015
Q2 | $45K | Hold |
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|
2015
Q1 | $43K | Hold |
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|
2014
Q4 | $37K | Hold |
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|
2014
Q3 | $35K | Hold |
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|
2014
Q2 | $37K | Buy |
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|
2014
Q1 | $3K | Hold |
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|
2013
Q4 | $3K | Hold |
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|
2013
Q3 | $2K | Hold |
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|
2013
Q2 | $2K | Buy |
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