Lake Street Advisors Group’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.42M Buy
1,388
+9
+0.7% +$9.23K 0.07% 183
2024
Q3
$1.31M Buy
1,379
+20
+1% +$19K 0.06% 173
2024
Q2
$1.07M Sell
1,359
-59
-4% -$46.5K 0.05% 205
2024
Q1
$1.18M Hold
1,418
0.06% 199
2023
Q4
$1.15M Buy
+1,418
New +$1.15M 0.06% 200
2021
Q3
Sell
-933
Closed -$857K 253
2021
Q2
$857K Sell
933
-19
-2% -$17.5K 0.06% 120
2021
Q1
$718K Buy
952
+9
+1% +$6.79K 0.06% 126
2020
Q4
$681K Buy
943
+12
+1% +$8.67K 0.06% 126
2020
Q3
$525K Sell
931
-55
-6% -$31K 0.05% 138
2020
Q2
$537K Buy
986
+121
+14% +$65.9K 0.05% 127
2020
Q1
$381K Buy
865
+286
+49% +$126K 0.05% 139
2019
Q4
$291K Buy
579
+3
+0.5% +$1.51K 0.03% 189
2019
Q3
$257K Buy
576
+54
+10% +$24.1K 0.03% 177
2019
Q2
$245K Sell
522
-20
-4% -$9.39K 0.03% 181
2019
Q1
$232K Sell
542
-260
-32% -$111K 0.02% 191
2018
Q4
$315K Buy
+802
New +$315K 0.04% 132
2018
Q3
Sell
-566
Closed -$283K 231
2018
Q2
$283K Buy
566
+13
+2% +$6.5K 0.03% 235
2018
Q1
$300K Buy
553
+30
+6% +$16.3K 0.03% 195
2017
Q4
$269K Buy
+523
New +$269K 0.03% 245