Lakeridge Wealth Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
1,479
+23
+2% +$3.44K 0.1% 140
2025
Q1
$204K Sell
1,456
-93
-6% -$13K 0.1% 148
2024
Q4
$267K Buy
1,549
+6
+0.4% +$1.03K 0.14% 125
2024
Q3
$236K Buy
+1,543
New +$236K 0.13% 134