LPL Financial’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178M | Buy |
1,190,016
+44,181
| +4% | +$6.61M | 0.06% | 299 |
|
|
2025
Q1 | $160M | Buy |
1,145,835
+77,916
| +7% | +$10.9M | 0.06% | 292 |
|
|
2024
Q4 | $184M | Buy |
1,067,919
+117,354
| +12% | +$20.2M | 0.07% | 234 |
|
|
2024
Q3 | $146M | Buy |
950,565
+47,607
| +5% | +$7.29M | 0.06% | 268 |
|
|
2024
Q2 | $112M | Buy |
902,958
+22,233
| +3% | +$2.75M | 0.06% | 305 |
|
|
2024
Q1 | $116M | Buy |
880,725
+15,358
| +2% | +$2.02M | 0.06% | 276 |
|
|
2023
Q4 | $113M | Sell |
865,367
-10,621
| -1% | -$1.39M | 0.07% | 253 |
|
|
2023
Q3 | $93.9M | Buy |
875,988
+57,076
| +7% | +$6.12M | 0.07% | 261 |
|
|
2023
Q2 | $76.1M | Sell |
818,912
-13,095
| -2% | -$1.22M | 0.05% | 307 |
|
|
2023
Q1 | $73.1M | Sell |
832,007
-22,537
| -3% | -$1.98M | 0.06% | 308 |
|
|
2022
Q4 | $63.4M | Buy |
854,544
+25,789
| +3% | +$1.91M | 0.05% | 328 |
|
|
2022
Q3 | $69.4M | Buy |
828,755
+21,593
| +3% | +$1.81M | 0.07% | 272 |
|
|
2022
Q2 | $73.6M | Sell |
807,162
-46,702
| -5% | -$4.26M | 0.07% | 259 |
|
|
2022
Q1 | $108M | Buy |
853,864
+1,493
| +0.2% | +$190K | 0.09% | 201 |
|
|
2021
Q4 | $110M | Sell |
852,371
-3,219
| -0.4% | -$417K | 0.09% | 202 |
|
|
2021
Q3 | $99.5M | Buy |
855,590
+144,772
| +20% | +$16.8M | 0.09% | 204 |
|
|
2021
Q2 | $69M | Buy |
710,818
+83,630
| +13% | +$8.12M | 0.07% | 257 |
|
|
2021
Q1 | $46.7M | Buy |
627,188
+48,506
| +8% | +$3.62M | 0.05% | 312 |
|
|
2020
Q4 | $37.5M | Buy |
578,682
+48,585
| +9% | +$3.15M | 0.05% | 314 |
|
|
2020
Q3 | $27.7M | Buy |
530,097
+55,512
| +12% | +$2.9M | 0.04% | 327 |
|
|
2020
Q2 | $26.9M | Buy |
474,585
+71,759
| +18% | +$4.07M | 0.05% | 305 |
|
|
2020
Q1 | $18.4M | Sell |
402,826
-44,517
| -10% | -$2.03M | 0.04% | 331 |
|
|
2019
Q4 | $25M | Sell |
447,343
-5,381
| -1% | -$301K | 0.05% | 306 |
|
|
2019
Q3 | $22.1M | Buy |
452,724
+53,669
| +13% | +$2.62M | 0.05% | 308 |
|
|
2019
Q2 | $17.7M | Sell |
399,055
-18,670
| -4% | -$829K | 0.04% | 351 |
|
|
2019
Q1 | $14.6M | Buy |
417,725
+47,994
| +13% | +$1.68M | 0.03% | 384 |
|
|
2018
Q4 | $11M | Buy |
369,731
+19,451
| +6% | +$580K | 0.03% | 418 |
|
|
2018
Q3 | $13.3M | Buy |
350,280
+26,435
| +8% | +$1.01M | 0.03% | 397 |
|
|
2018
Q2 | $10.4M | Sell |
323,845
-18,360
| -5% | -$591K | 0.03% | 449 |
|
|
2018
Q1 | $10.9M | Buy |
342,205
+17,514
| +5% | +$560K | 0.03% | 424 |
|
|
2017
Q4 | $10.4M | Sell |
324,691
-35,377
| -10% | -$1.13M | 0.03% | 410 |
|
|
2017
Q3 | $12M | Sell |
360,068
-1,956
| -0.5% | -$65.3K | 0.04% | 332 |
|
|
2017
Q2 | $12.1M | Buy |
+362,024
| New | +$12.1M | 0.05% | 318 |
|
|
2016
Q2 | – | Sell |
-722,438
| Closed | -$19.8M | – | 2660 |
|
|
2016
Q1 | $19.8M | Buy |
722,438
+2,957
| +0.4% | +$80.8K | 0.06% | 278 |
|
|
2015
Q4 | $20.2M | Buy |
719,481
+212,521
| +42% | +$5.98M | 0.06% | 278 |
|
|
2015
Q3 | $16.6M | Sell |
506,960
-56,848
| -10% | -$1.86M | 0.09% | 198 |
|
|
2015
Q2 | $22.4M | Buy |
563,808
+7,464
| +1% | +$296K | 0.11% | 173 |
|
|
2015
Q1 | $21.3M | Buy |
556,344
+63,459
| +13% | +$2.43M | 0.11% | 168 |
|
|
2014
Q4 | $16.4M | Buy |
492,885
+100,607
| +26% | +$3.34M | 0.09% | 207 |
|
|
2014
Q3 | $11.8M | Buy |
392,278
+95,720
| +32% | +$2.88M | 0.07% | 249 |
|
|
2014
Q2 | $9.73M | Buy |
296,558
+95,813
| +48% | +$3.14M | 0.06% | 283 |
|
|
2014
Q1 | $6.55M | Sell |
200,745
-3,031
| -1% | -$98.9K | 0.04% | 365 |
|
|
2013
Q4 | $6.3M | Buy |
203,776
+23,606
| +13% | +$730K | 0.04% | 384 |
|
|
2013
Q3 | $4.73M | Buy |
180,170
+79,582
| +79% | +$2.09M | 0.03% | 438 |
|
|
2013
Q2 | $2.08M | Buy |
+100,588
| New | +$2.08M | 0.01% | 710 |
|