Lee Financial’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $294K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $326K | Hold |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $113K | Hold |
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|
2023
Q3 | $121K | Hold |
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|
2023
Q2 | $112K | Hold |
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|
2023
Q1 | $111K | Sell |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $239K | Hold |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $155K | Hold |
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|
2021
Q3 | $181K | Hold |
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|
2021
Q2 | $161K | Hold |
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|
2021
Q1 | $131K | Hold |
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|
2020
Q4 | $100K | Sell |
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|
2020
Q3 | $2.74M | Buy |
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|
2020
Q2 | $2.88M | Hold |
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|
2020
Q1 | $2.07M | Buy |
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|
2019
Q4 | $5.15M | Buy |
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|
2019
Q3 | $5.2M | Buy |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Hold |
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|
2017
Q2 | – | Hold |
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|
2017
Q1 | – | Hold |
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|
2016
Q4 | – | Hold |
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