Lantz Financial’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
2,930
+13
| +0.4% | +$1.95K | 0.11% | 155 |
|
|
2025
Q1 | $408K | Buy |
2,917
+16
| +0.6% | +$2.24K | 0.11% | 152 |
|
|
2024
Q4 | $500K | Buy |
2,901
+41
| +1% | +$7.07K | 0.13% | 139 |
|
|
2024
Q3 | $438K | Buy |
2,860
+98
| +4% | +$15K | 0.12% | 149 |
|
|
2024
Q2 | $342K | Buy |
2,762
+290
| +12% | +$35.9K | 0.11% | 153 |
|
|
2024
Q1 | $325K | Buy |
2,472
+22
| +0.9% | +$2.89K | 0.1% | 154 |
|
|
2023
Q4 | $321K | Sell |
2,450
-26
| -1% | -$3.4K | 0.12% | 150 |
|
|
2023
Q3 | $265K | Buy |
2,476
+55
| +2% | +$5.89K | 0.11% | 154 |
|
|
2023
Q2 | $225K | Buy |
2,421
+21
| +0.9% | +$1.95K | 0.09% | 170 |
|
|
2023
Q1 | $211K | Buy |
+2,400
| New | +$211K | 0.09% | 176 |
|
|
2022
Q4 | – | Sell |
-2,577
| Closed | -$216K | – | 183 |
|
|
2022
Q3 | $216K | Sell |
2,577
-49
| -2% | -$4.11K | 0.11% | 149 |
|
|
2022
Q2 | $240K | Sell |
2,626
-150
| -5% | -$13.7K | 0.11% | 147 |
|
|
2022
Q1 | $352K | Buy |
+2,776
| New | +$352K | 0.14% | 121 |
|