Lee Financial’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 Q1	–	Sell	-22,350	Closed	-$326K	–	150
2024 Q4	$326K	Hold	22,350	–	–	0.05%	139
2024 Q3	$337K	Buy	+22,350	New	+$337K	0.05%	138
2024 Q1	–	Sell	-7,050	Closed	-$113K	–	245
2023 Q4	$113K	Hold	7,050	–	–	0.02%	169
2023 Q3	$121K	Hold	7,050	–	–	0.02%	151
2023 Q2	$112K	Hold	7,050	–	–	0.02%	156
2023 Q1	$111K	Sell	7,050 -15,300	-68%	-$240K	0.02%	159
2022 Q4	$377K	Buy	22,350 +7,050	+46%	+$119K	0.06%	112
2022 Q3	$239K	Hold	15,300	–	–	0.04%	130
2022 Q2	$209K	Buy	15,300 +300	+2%	+$4.1K	0.04%	141
2022 Q1	$202K	Hold	15,000	–	–	0.04%	147
2021 Q4	$155K	Hold	15,000	–	–	0.03%	161
2021 Q3	$181K	Hold	15,000	–	–	0.04%	147
2021 Q2	$161K	Hold	15,000	–	–	0.03%	150
2021 Q1	$131K	Hold	15,000	–	–	0.03%	158
2020 Q4	$100K	Sell	15,000 -431,473	-97%	-$2.88M	0.03%	158
2020 Q3	$2.74M	Buy	446,473 +4,000	+0.9%	+$24.6K	0.77%	21
2020 Q2	$2.88M	Hold	442,473	–	–	0.8%	22
2020 Q1	$2.07M	Buy	442,473 +37,576	+9%	+$176K	0.69%	23
2019 Q4	$5.15M	Buy	404,897 +40,109	+11%	+$510K	1.11%	17
2019 Q3	$5.2M	Buy	+364,788	New	+$5.2M	1.17%	18
2019 Q2	–	Hold	0	–	-$2.69M	–	18
2019 Q1	–	Hold	0	–	-$2.35M	–	26
2018 Q4	–	Hold	0	–	-$2.69M	–	27
2018 Q3	–	Hold	0	–	-$2.58M	–	24
2018 Q2	–	Hold	0	–	-$2.27M	–	26
2018 Q1	–	Hold	0	–	-$2.44M	–	27
2017 Q4	–	Hold	0	–	-$2.36M	–	23
2017 Q3	–	Hold	0	–	-$2.15M	–	25
2017 Q2	–	Hold	0	–	-$2.28M	–	25
2017 Q1	–	Hold	0	–	-$2.6M	–	22
2016 Q4	–	Hold	0	–	–	–	10