OneDigital Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
15,958
-1,140
| -7% | -$171K | 0.03% | 388 |
|
|
2025
Q1 | $2.39M | Sell |
17,098
-16,958
| -50% | -$2.37M | 0.03% | 364 |
|
|
2024
Q4 | $5.87M | Sell |
34,056
-943
| -3% | -$163K | 0.07% | 213 |
|
|
2024
Q3 | $5.36M | Buy |
34,999
+1,433
| +4% | +$219K | 0.06% | 240 |
|
|
2024
Q2 | $4.16M | Buy |
33,566
+2,723
| +9% | +$337K | 0.05% | 265 |
|
|
2024
Q1 | $4.05M | Sell |
30,843
-3,002
| -9% | -$394K | 0.06% | 220 |
|
|
2023
Q4 | $4.43M | Buy |
33,845
+959
| +3% | +$126K | 0.08% | 202 |
|
|
2023
Q3 | $3.52M | Sell |
32,886
-194
| -0.6% | -$20.8K | 0.08% | 192 |
|
|
2023
Q2 | $3.08M | Sell |
33,080
-2,833
| -8% | -$263K | 0.07% | 204 |
|
|
2023
Q1 | $3.15M | Sell |
35,913
-539
| -1% | -$47.3K | 0.07% | 200 |
|
|
2022
Q4 | $2.7M | Buy |
36,452
+2,020
| +6% | +$150K | 0.08% | 207 |
|
|
2022
Q3 | $2.88M | Buy |
34,432
+14,649
| +74% | +$1.23M | 0.11% | 142 |
|
|
2022
Q2 | $1.81M | Sell |
19,783
-1,685
| -8% | -$154K | 0.08% | 167 |
|
|
2022
Q1 | $2.73M | Sell |
21,468
-238
| -1% | -$30.2K | 0.1% | 130 |
|
|
2021
Q4 | $2.81M | Sell |
21,706
-1,084
| -5% | -$140K | 0.1% | 126 |
|
|
2021
Q3 | $2.65M | Buy |
22,790
+168
| +0.7% | +$19.5K | 0.11% | 128 |
|
|
2021
Q2 | $2.2M | Sell |
22,622
-22,263
| -50% | -$2.16M | 0.09% | 143 |
|
|
2021
Q1 | $3.35M | Buy |
44,885
+1,137
| +3% | +$84.7K | 0.16% | 94 |
|
|
2020
Q4 | $2.84M | Sell |
43,748
-39,309
| -47% | -$2.55M | 0.15% | 99 |
|
|
2020
Q3 | $4.34M | Sell |
83,057
-2,931
| -3% | -$153K | 0.3% | 64 |
|
|
2020
Q2 | $4.87M | Buy |
85,988
+2,549
| +3% | +$144K | 0.35% | 59 |
|
|
2020
Q1 | $3.8M | Sell |
83,439
-10,085
| -11% | -$460K | 0.34% | 66 |
|
|
2019
Q4 | $5.23M | Buy |
93,524
+1,999
| +2% | +$112K | 0.41% | 53 |
|
|
2019
Q3 | $4.47M | Buy |
91,525
+7,269
| +9% | +$355K | 0.4% | 57 |
|
|
2019
Q2 | $3.74M | Buy |
84,256
+83,550
| +11,834% | +$3.71M | 0.29% | 60 |
|
|
2019
Q1 | $25K | Buy |
706
+606
| +606% | +$21.5K | ﹤0.01% | 666 |
|
|
2018
Q4 | $3K | Sell |
100
-500
| -83% | -$15K | ﹤0.01% | 999 |
|
|
2018
Q3 | $23K | Buy |
+600
| New | +$23K | 0.01% | 618 |
|