Legacy Capital Group California’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,257
| Closed | -$1.42M | – | 312 |
|
|
2024
Q4 | $1.42M | Sell |
8,257
-134
| -2% | -$23.1K | 0.43% | 47 |
|
|
2024
Q3 | $1.28M | Sell |
8,391
-34
| -0.4% | -$5.21K | 0.43% | 45 |
|
|
2024
Q2 | $1.04M | Sell |
8,425
-368
| -4% | -$45.6K | 0.38% | 64 |
|
|
2024
Q1 | $1.16M | Sell |
8,793
-233
| -3% | -$30.6K | 0.43% | 59 |
|
|
2023
Q4 | $1.18M | Buy |
9,026
+213
| +2% | +$27.9K | 0.46% | 38 |
|
|
2023
Q3 | $944K | Buy |
+8,813
| New | +$944K | 0.41% | 65 |
|