Larson Financial Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
13,010
+2,851
| +28% | +$426K | 0.08% | 214 |
|
|
2025
Q1 | $1.42M | Buy |
10,159
+714
| +8% | +$99.8K | 0.07% | 226 |
|
|
2024
Q4 | $1.63M | Buy |
9,445
+4,292
| +83% | +$740K | 0.08% | 193 |
|
|
2024
Q3 | $789K | Buy |
5,153
+1,759
| +52% | +$269K | 0.04% | 258 |
|
|
2024
Q2 | $420K | Buy |
3,394
+532
| +19% | +$65.9K | 0.03% | 301 |
|
|
2024
Q1 | $376K | Sell |
2,862
-1,222
| -30% | -$161K | 0.03% | 275 |
|
|
2023
Q4 | $535K | Sell |
4,084
-35
| -0.8% | -$4.58K | 0.05% | 209 |
|
|
2023
Q3 | $441K | Buy |
4,119
+1,540
| +60% | +$165K | 0.04% | 210 |
|
|
2023
Q2 | $240K | Hold |
2,579
| – | – | 0.02% | 292 |
|
|
2023
Q1 | $227K | Hold |
2,579
| – | – | 0.02% | 297 |
|
|
2022
Q4 | $191K | Sell |
2,579
-502
| -16% | -$37.2K | 0.02% | 308 |
|
|
2022
Q3 | $258K | Buy |
3,081
+3,033
| +6,319% | +$254K | 0.04% | 244 |
|
|
2022
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 891 |
|
|
2022
Q1 | $6K | Hold |
48
| – | – | ﹤0.01% | 754 |
|
|
2021
Q4 | $6K | Hold |
48
| – | – | ﹤0.01% | 771 |
|
|
2021
Q3 | $6K | Hold |
48
| – | – | ﹤0.01% | 663 |
|
|
2021
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 628 |
|
|
2021
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 644 |
|
|
2020
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 595 |
|
|
2020
Q3 | $3K | Sell |
48
-303
| -86% | -$18.9K | ﹤0.01% | 560 |
|
|
2020
Q2 | $20K | Buy |
+351
| New | +$20K | 0.01% | 280 |
|
|
2020
Q1 | – | Sell |
-58
| Closed | -$3K | – | 544 |
|
|
2019
Q4 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 414 |
|