Lokken Investment Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Sell |
5,514
-13
| -0.2% | -$1.94K | 0.32% | 73 |
|
|
2025
Q1 | $773K | Sell |
5,527
-1,186
| -18% | -$166K | 0.33% | 66 |
|
|
2024
Q4 | $1.16M | Sell |
6,713
-233
| -3% | -$40.2K | 0.5% | 56 |
|
|
2024
Q3 | $1.06M | Sell |
6,946
-135
| -2% | -$20.7K | 0.44% | 62 |
|
|
2024
Q2 | $877K | Buy |
7,081
+3
| +0% | +$371 | 0.41% | 64 |
|
|
2024
Q1 | $930K | Sell |
7,078
-321
| -4% | -$42.2K | 0.46% | 59 |
|
|
2023
Q4 | $969K | Sell |
7,399
-497
| -6% | -$65.1K | 0.55% | 45 |
|
|
2023
Q3 | $846K | Sell |
7,896
-1,243
| -14% | -$133K | 0.55% | 45 |
|
|
2023
Q2 | $850K | Sell |
9,139
-37
| -0.4% | -$3.44K | 0.55% | 43 |
|
|
2023
Q1 | $806K | Sell |
9,176
-140
| -2% | -$12.3K | 0.61% | 40 |
|
|
2022
Q4 | $691K | Buy |
9,316
+174
| +2% | +$12.9K | 0.55% | 44 |
|
|
2022
Q3 | $765K | Buy |
9,142
+6
| +0.1% | +$502 | 0.66% | 35 |
|
|
2022
Q2 | $834K | Buy |
9,136
+6
| +0.1% | +$548 | 0.68% | 32 |
|
|
2022
Q1 | $927K | Buy |
9,130
+75
| +0.8% | +$7.62K | 0.74% | 31 |
|
|
2021
Q4 | $1.17M | Sell |
9,055
-92
| -1% | -$11.9K | 0.84% | 28 |
|
|
2021
Q3 | $1.06M | Sell |
9,147
-183
| -2% | -$21.3K | 0.84% | 29 |
|
|
2021
Q2 | $906K | Buy |
9,330
+49
| +0.5% | +$4.76K | 0.74% | 33 |
|
|
2021
Q1 | $692K | Sell |
9,281
-1,104
| -11% | -$82.3K | 0.61% | 40 |
|
|
2020
Q4 | $673K | Buy |
+10,385
| New | +$673K | 0.61% | 36 |
|