Montecito Bank & Trust’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $914K | Buy |
|
|||||
|
2025
Q1 | $849K | Sell |
|
|||||
|
2024
Q4 | $1.11M | Buy |
|
|||||
|
2024
Q3 | $884K | Buy |
|
|||||
|
2024
Q2 | $509K | Sell |
|
|||||
|
2024
Q1 | $589K | Sell |
|
|||||
|
2023
Q4 | $712K | Buy |
|
|||||
|
2023
Q3 | $479K | Buy |
|
|||||
|
2023
Q2 | $310K | Sell |
|
|||||
|
2023
Q1 | $423K | Sell |
|
|||||
|
2022
Q4 | $374K | Hold |
|
|||||
|
2022
Q3 | $421K | Sell |
|
|||||
|
2022
Q2 | $481K | Buy |
|
|||||
|
2022
Q1 | $425K | Sell |
|
|||||
|
2021
Q4 | $436K | Buy |
|
|||||
|
2021
Q3 | $365K | Sell |
|
|||||
|
2021
Q2 | $318K | Buy |
|
|||||
|
2021
Q1 | $212K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $222K | Buy |
|