Legacy Financial Advisors’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
1,560
-249
-14% -$37.3K 0.04% 311
2025
Q1
$253K Sell
1,809
-454
-20% -$63.5K 0.04% 303
2024
Q4
$390K Buy
2,263
+865
+62% +$149K 0.06% 234
2024
Q3
$214K Buy
+1,398
New +$214K 0.04% 332