JFGIW
Johnson Financial Group Inc (Wisconsin)’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
2,643
+505
| +24% | +$75.5K | 0.02% | 234 |
|
|
2025
Q1 | $299K | Buy |
2,138
+427
| +25% | +$59.7K | 0.01% | 288 |
|
|
2024
Q4 | $303K | Buy |
1,711
+409
| +31% | +$72.4K | 0.01% | 255 |
|
|
2024
Q3 | $199K | Sell |
1,302
-205
| -14% | -$31.4K | 0.01% | 354 |
|
|
2024
Q2 | $187K | Sell |
1,507
-2,069
| -58% | -$256K | 0.01% | 323 |
|
|
2024
Q1 | $470K | Sell |
3,576
-1,001
| -22% | -$132K | 0.03% | 195 |
|
|
2023
Q4 | $599K | Buy |
4,577
+1,909
| +72% | +$250K | 0.03% | 164 |
|
|
2023
Q3 | $286K | Buy |
2,668
+386
| +17% | +$41.4K | 0.02% | 222 |
|
|
2023
Q2 | $212K | Buy |
2,282
+120
| +6% | +$11.2K | 0.01% | 259 |
|
|
2023
Q1 | $190K | Sell |
2,162
-1,946
| -47% | -$171K | 0.01% | 274 |
|
|
2022
Q4 | $305K | Sell |
4,108
-1,863
| -31% | -$138K | 0.02% | 207 |
|
|
2022
Q3 | $544K | Sell |
5,971
-1,091
| -15% | -$99.4K | 0.05% | 150 |
|
|
2022
Q2 | $644K | Buy |
7,062
+1,020
| +17% | +$93K | 0.05% | 161 |
|
|
2022
Q1 | $767K | Buy |
6,042
+4,421
| +273% | +$561K | 0.05% | 158 |
|
|
2021
Q4 | $210K | Buy |
1,621
+285
| +21% | +$36.9K | 0.01% | 271 |
|
|
2021
Q3 | $155K | Buy |
+1,336
| New | +$155K | 0.01% | 282 |
|
|
2021
Q1 | – | Sell |
-1,396
| Closed | -$90K | – | 643 |
|
|
2020
Q4 | $90K | Buy |
+1,396
| New | +$90K | 0.01% | 264 |
|