Kapstone Financial Advisors’s Blackstone BX Stock Holding History

Kapstone Financial Advisors’s Portfolio BX Stock Details BX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Buy
2025 Q4	$295K	Buy
2025 Q3	$276K	Hold
2025 Q2	$242K	Hold
2025 Q1	$226K	Hold
2024 Q4	$299K	Hold
2024 Q3	$250K	Buy
2024 Q2	–	Sell
2024 Q1	$225K	Hold
2023 Q4	$212K	Buy