Merit Financial 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
$7.3M Buy
48,798
+11,461
+31% +$1.71M 0.08% 191
2025
Q1
$5.22M Buy
37,337
+4,285
+13% +$599K 0.08% 214
2024
Q4
$5.7M Buy
33,052
+20,188
+157% +$3.48M 0.1% 167
2024
Q3
$1.97M Buy
12,864
+2,634
+26% +$403K 0.04% 274
2024
Q2
$1.27M Buy
10,230
+1,199
+13% +$148K 0.03% 357
2024
Q1
$1.07M Buy
9,031
+1,339
+17% +$158K 0.03% 388
2023
Q4
$1.01M Buy
7,692
+892
+13% +$117K 0.03% 315
2023
Q3
$729K Buy
6,800
+1,170
+21% +$125K 0.02% 377
2023
Q2
$523K Sell
5,630
-4,572
-45% -$425K 0.02% 455
2023
Q1
$896K Sell
10,202
-3,968
-28% -$349K 0.03% 297
2022
Q4
$1.05M Buy
14,170
+7,862
+125% +$583K 0.04% 289
2022
Q3
$528K Buy
6,308
+1,013
+19% +$84.8K 0.02% 348
2022
Q2
$483K Buy
5,295
+2,832
+115% +$258K 0.01% 360
2022
Q1
$313K Buy
+2,463
New +$313K 0.02% 298