Jones Financial Companies’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
112,169
+16,662
| +17% | +$2.52M | 0.01% | 289 |
|
|
2025
Q1 | $13.2M | Buy |
95,507
+14,149
| +17% | +$1.95M | 0.01% | 277 |
|
|
2024
Q4 | $14M | Buy |
81,358
+18,404
| +29% | +$3.17M | 0.01% | 215 |
|
|
2024
Q3 | $9.75M | Buy |
62,954
+19,413
| +45% | +$3.01M | 0.01% | 210 |
|
|
2024
Q2 | $5.39M | Buy |
43,541
+39,880
| +1,089% | +$4.94M | 0.01% | 202 |
|
|
2024
Q1 | $481K | Buy |
3,661
+3,575
| +4,157% | +$470K | ﹤0.01% | 332 |
|
|
2023
Q4 | $11.3K | Buy |
+86
| New | +$11.3K | ﹤0.01% | 667 |
|
|
2023
Q3 | – | Sell |
-214
| Closed | -$19.9K | – | 691 |
|
|
2023
Q2 | $19.9K | Sell |
214
-1
| -0.5% | -$93 | ﹤0.01% | 422 |
|
|
2023
Q1 | $18.9K | Buy |
215
+201
| +1,436% | +$17.7K | ﹤0.01% | 425 |
|
|
2022
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 639 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$1K | – | 558 |
|
|
2022
Q2 | $1K | Sell |
15
-1,185
| -99% | -$79K | ﹤0.01% | 621 |
|
|
2022
Q1 | $152K | Buy |
1,200
+1,193
| +17,043% | +$151K | ﹤0.01% | 272 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 730 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 633 |
|
|
2021
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 617 |
|