Lee 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 | $260K | Sell |
1,740
-19
| -1% | -$2.84K | 0.04% | 127 |
|
|
2025
Q1 | $246K | Sell |
1,759
-235
| -12% | -$32.9K | 0.04% | 136 |
|
|
2024
Q4 | $344K | Buy |
1,994
+5
| +0.3% | +$862 | 0.05% | 137 |
|
|
2024
Q3 | $305K | Buy |
1,989
+240
| +14% | +$36.7K | 0.04% | 145 |
|
|
2024
Q2 | $217K | Sell |
1,749
-210
| -11% | -$26K | 0.04% | 135 |
|
|
2024
Q1 | $257K | Buy |
1,959
+23
| +1% | +$3.02K | 0.04% | 132 |
|
|
2023
Q4 | $253K | Sell |
1,936
-142
| -7% | -$18.6K | 0.04% | 124 |
|
|
2023
Q3 | $223K | Buy |
2,078
+7
| +0.3% | +$750 | 0.04% | 127 |
|
|
2023
Q2 | $193K | Sell |
2,071
-139
| -6% | -$12.9K | 0.03% | 130 |
|
|
2023
Q1 | $194K | Buy |
2,210
+858
| +63% | +$75.4K | 0.03% | 128 |
|
|
2022
Q4 | $100K | Sell |
1,352
-11
| -0.8% | -$816 | 0.02% | 195 |
|
|
2022
Q3 | $114K | Sell |
1,363
-5
| -0.4% | -$418 | 0.02% | 178 |
|
|
2022
Q2 | $125K | Buy |
1,368
+241
| +21% | +$22K | 0.02% | 178 |
|
|
2022
Q1 | $143K | Sell |
1,127
-6
| -0.5% | -$761 | 0.03% | 167 |
|
|
2021
Q4 | $146K | Buy |
1,133
+7
| +0.6% | +$902 | 0.03% | 164 |
|
|
2021
Q3 | $131K | Buy |
1,126
+238
| +27% | +$27.7K | 0.03% | 165 |
|
|
2021
Q2 | $86K | Buy |
888
+9
| +1% | +$872 | 0.02% | 188 |
|
|
2021
Q1 | $66K | Buy |
879
+12
| +1% | +$901 | 0.02% | 211 |
|
|
2020
Q4 | $56K | Buy |
867
+8
| +0.9% | +$517 | 0.01% | 200 |
|
|
2020
Q3 | $45K | Buy |
859
+6
| +0.7% | +$314 | 0.01% | 241 |
|
|
2020
Q2 | $48K | Sell |
853
-394
| -32% | -$22.2K | 0.01% | 211 |
|
|
2020
Q1 | $57K | Buy |
1,247
+12
| +1% | +$549 | 0.02% | 159 |
|
|
2019
Q4 | $69K | Sell |
1,235
-782
| -39% | -$43.7K | 0.01% | 167 |
|
|
2019
Q3 | $98K | Sell |
2,017
-572
| -22% | -$27.8K | 0.02% | 153 |
|
|
2019
Q2 | $115K | Sell |
2,589
-471
| -15% | -$20.9K | 0.03% | 157 |
|
|
2019
Q1 | $107K | Buy |
3,060
+51
| +2% | +$1.78K | 0.03% | 156 |
|
|
2018
Q4 | $90K | Buy |
3,009
+55
| +2% | +$1.65K | 0.02% | 149 |
|
|
2018
Q3 | $112K | Sell |
2,954
-10,421
| -78% | -$395K | 0.03% | 155 |
|
|
2018
Q2 | $430K | Hold |
13,375
| – | – | 0.1% | 92 |
|
|
2018
Q1 | $427K | Buy |
+13,375
| New | +$427K | 0.11% | 92 |
|