Patriot Financial Group Insurance Agency’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
2,979
-50
| -2% | -$7.48K | 0.05% | 333 |
|
|
2025
Q1 | $423K | Buy |
3,029
+112
| +4% | +$15.7K | 0.06% | 323 |
|
|
2024
Q4 | $503K | Buy |
2,917
+14
| +0.5% | +$2.41K | 0.07% | 285 |
|
|
2024
Q3 | $445K | Sell |
2,903
-345
| -11% | -$52.8K | 0.06% | 310 |
|
|
2024
Q2 | $402K | Buy |
3,248
+30
| +0.9% | +$3.71K | 0.06% | 307 |
|
|
2024
Q1 | $423K | Buy |
3,218
+16
| +0.5% | +$2.1K | 0.07% | 295 |
|
|
2023
Q4 | $419K | Sell |
3,202
-572
| -15% | -$74.9K | 0.08% | 272 |
|
|
2023
Q3 | $404K | Sell |
3,774
-246
| -6% | -$26.4K | 0.08% | 278 |
|
|
2023
Q2 | $374K | Buy |
4,020
+25
| +0.6% | +$2.32K | 0.07% | 294 |
|
|
2023
Q1 | $351K | Sell |
3,995
-330
| -8% | -$29K | 0.07% | 298 |
|
|
2022
Q4 | $321K | Buy |
4,325
+970
| +29% | +$72K | 0.04% | 299 |
|
|
2022
Q3 | $281K | Buy |
3,355
+2,002
| +148% | +$168K | 0.07% | 311 |
|
|
2022
Q2 | $123K | Sell |
1,353
-927
| -41% | -$84.3K | 0.03% | 493 |
|
|
2022
Q1 | $289K | Sell |
2,280
-183
| -7% | -$23.2K | 0.05% | 332 |
|
|
2021
Q4 | $319K | Buy |
2,463
+243
| +11% | +$31.5K | 0.05% | 333 |
|
|
2021
Q3 | $258K | Buy |
2,220
+11
| +0.5% | +$1.28K | 0.05% | 384 |
|
|
2021
Q2 | $215K | Sell |
2,209
-243
| -10% | -$23.7K | 0.04% | 415 |
|
|
2021
Q1 | $183K | Sell |
2,452
-4,021
| -62% | -$300K | 0.04% | 407 |
|
|
2020
Q4 | $420K | Buy |
6,473
+654
| +11% | +$42.4K | 0.11% | 205 |
|
|
2020
Q3 | $304K | Buy |
5,819
+222
| +4% | +$11.6K | 0.1% | 198 |
|
|
2020
Q2 | $317K | Buy |
5,597
+2
| +0% | +$113 | 0.12% | 168 |
|
|
2020
Q1 | $255K | Buy |
5,595
+776
| +16% | +$35.4K | 0.12% | 182 |
|
|
2019
Q4 | $270K | Sell |
4,819
-597
| -11% | -$33.4K | 0.1% | 181 |
|
|
2019
Q3 | $265K | Buy |
5,416
+83
| +2% | +$4.06K | 0.12% | 161 |
|
|
2019
Q2 | $252K | Buy |
5,333
+3
| +0.1% | +$142 | 0.11% | 163 |
|
|
2019
Q1 | $186K | Buy |
5,330
+4,930
| +1,233% | +$172K | 0.1% | 177 |
|
|
2018
Q4 | $12K | Hold |
400
| – | – | 0.01% | 572 |
|
|
2018
Q3 | $15K | Buy |
400
+296
| +285% | +$11.1K | 0.01% | 540 |
|
|
2018
Q2 | $3K | Sell |
104
-6,656
| -98% | -$192K | ﹤0.01% | 517 |
|
|
2018
Q1 | $213K | Buy |
6,760
+1,060
| +19% | +$33.4K | 0.16% | 129 |
|
|
2017
Q4 | $190K | Sell |
5,700
-1,045
| -15% | -$34.8K | 0.14% | 129 |
|
|
2017
Q3 | $224K | Sell |
6,745
-240
| -3% | -$7.97K | 0.2% | 99 |
|
|
2017
Q2 | $233K | Hold |
6,985
| – | – | 0.24% | 82 |
|
|
2017
Q1 | $206K | Buy |
6,985
+200
| +3% | +$5.9K | 0.22% | 85 |
|
|
2016
Q4 | $201K | Buy |
+6,785
| New | +$201K | 0.27% | 73 |
|