Marshall Financial Group (Maryland)’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
3,377
-31
| -0.9% | -$4.74K | 0.1% | 184 |
|
|
2025
Q1 | $476K | Buy |
3,408
+54
| +2% | +$7.55K | 0.1% | 165 |
|
|
2024
Q4 | $578K | Buy |
3,354
+13
| +0.4% | +$2.24K | 0.14% | 145 |
|
|
2024
Q3 | $512K | Sell |
3,341
-9
| -0.3% | -$1.38K | 0.12% | 155 |
|
|
2024
Q2 | $415K | Sell |
3,350
-3
| -0.1% | -$371 | 0.12% | 134 |
|
|
2024
Q1 | $440K | Sell |
3,353
-2
| -0.1% | -$263 | 0.13% | 132 |
|
|
2023
Q4 | $439K | Hold |
3,355
| – | – | 0.14% | 132 |
|
|
2023
Q3 | $359K | Sell |
3,355
-7
| -0.2% | -$750 | 0.13% | 137 |
|
|
2023
Q2 | $313K | Sell |
3,362
-21
| -0.6% | -$1.95K | 0.11% | 143 |
|
|
2023
Q1 | $297K | Sell |
3,383
-8
| -0.2% | -$703 | 0.11% | 149 |
|
|
2022
Q4 | $252K | Buy |
3,391
+28
| +0.8% | +$2.08K | 0.1% | 152 |
|
|
2022
Q3 | $281K | Buy |
3,363
+60
| +2% | +$5.01K | 0.12% | 149 |
|
|
2022
Q2 | $301K | Buy |
3,303
+610
| +23% | +$55.6K | 0.12% | 149 |
|
|
2022
Q1 | $342K | Sell |
2,693
-1,500
| -36% | -$190K | 0.14% | 159 |
|
|
2021
Q4 | $543K | Hold |
4,193
| – | – | 0.2% | 146 |
|
|
2021
Q3 | $488K | Buy |
4,193
+2,000
| +91% | +$233K | 0.25% | 123 |
|
|
2021
Q2 | $213K | Buy |
+2,193
| New | +$213K | 0.12% | 161 |
|