Kestra Advisory Services’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $165K | Buy |
12,598
+1,273
| +11% | +$16.7K | ﹤0.01% | 2676 |
|
2025
Q1 | $173K | Buy |
11,325
+263
| +2% | +$4.02K | ﹤0.01% | 2506 |
|
2024
Q4 | $162K | Buy |
+11,062
| New | +$162K | ﹤0.01% | 2513 |
|
2024
Q3 | – | Sell |
-10,610
| Closed | -$166K | – | 2564 |
|
2024
Q2 | $166K | Buy |
+10,610
| New | +$166K | ﹤0.01% | 2445 |
|
2021
Q1 | – | Sell |
-20,198
| Closed | -$136K | – | 1871 |
|
2020
Q4 | $136K | Buy |
+20,198
| New | +$136K | ﹤0.01% | 1762 |
|