Oxford 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 | $3.59M | Sell |
24,031
-2,000
| -8% | -$299K | 0.21% | 41 |
|
|
2025
Q1 | $3.64M | Sell |
26,031
-6
| -0% | -$839 | 0.26% | 38 |
|
|
2024
Q4 | $4.49M | Sell |
26,037
-18
| -0.1% | -$3.1K | 0.29% | 34 |
|
|
2024
Q3 | $3.99M | Sell |
26,055
-322
| -1% | -$49.3K | 0.25% | 38 |
|
|
2024
Q2 | $3.27M | Buy |
26,377
+18,926
| +254% | +$2.34M | 0.22% | 39 |
|
|
2024
Q1 | $979K | Sell |
7,451
-406
| -5% | -$53.3K | 0.07% | 82 |
|
|
2023
Q4 | $1.03M | Buy |
7,857
+505
| +7% | +$66.1K | 0.08% | 82 |
|
|
2023
Q3 | $788K | Buy |
7,352
+117
| +2% | +$12.5K | 0.07% | 90 |
|
|
2023
Q2 | $673K | Buy |
+7,235
| New | +$673K | 0.06% | 105 |
|