Lodestone Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
13,121
+271
| +2% | +$40.5K | 0.96% | 35 |
|
|
2025
Q1 | $1.8M | Sell |
12,850
-39
| -0.3% | -$5.45K | 0.96% | 41 |
|
|
2024
Q4 | $2.22M | Buy |
12,889
+31
| +0.2% | +$5.35K | 1.11% | 30 |
|
|
2024
Q3 | $1.97M | Sell |
12,858
-678
| -5% | -$104K | 0.99% | 34 |
|
|
2024
Q2 | $1.68M | Buy |
13,536
+21
| +0.2% | +$2.6K | 0.88% | 44 |
|
|
2024
Q1 | $1.78M | Sell |
13,515
-153
| -1% | -$20.1K | 0.93% | 41 |
|
|
2023
Q4 | $1.79M | Sell |
13,668
-451
| -3% | -$59K | 1.04% | 37 |
|
|
2023
Q3 | $1.51M | Sell |
14,119
-63
| -0.4% | -$6.75K | 1.06% | 35 |
|
|
2023
Q2 | $1.32M | Buy |
14,182
+71
| +0.5% | +$6.6K | 0.9% | 37 |
|
|
2023
Q1 | $1.24M | Buy |
14,111
+37
| +0.3% | +$3.25K | 0.96% | 37 |
|
|
2022
Q4 | $1.04M | Buy |
+14,074
| New | +$1.04M | 0.84% | 43 |
|