Lokken Investment Group’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$825K Sell
2025
Q1
$773K Sell
2024
Q4
$1.16M Sell
2024
Q3
$1.06M Sell
2024
Q2
$877K Buy
2024
Q1
$930K Sell
2023
Q4
$969K Sell
2023
Q3
$846K Sell
2023
Q2
$850K Sell
2023
Q1
$806K Sell
2022
Q4
$691K Buy
2022
Q3
$765K Buy
2022
Q2
$834K Buy
2022
Q1
$927K Buy
2021
Q4
$1.17M Sell
2021
Q3
$1.06M Sell
2021
Q2
$906K Buy
2021
Q1
$692K Sell
2020
Q4
$673K Buy