Patriot Financial Group Insurance Agency’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 | $510K | Buy |
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|
2025
Q2 | $446K | Sell |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $445K | Sell |
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|
2024
Q2 | $402K | Buy |
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|
2024
Q1 | $423K | Buy |
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|
2023
Q4 | $419K | Sell |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $374K | Buy |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $123K | Sell |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $215K | Sell |
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|
2021
Q1 | $183K | Sell |
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|
2020
Q4 | $420K | Buy |
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|
2020
Q3 | $304K | Buy |
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|
2020
Q2 | $317K | Buy |
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|
2020
Q1 | $255K | Buy |
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|
2019
Q4 | $270K | Sell |
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|
2019
Q3 | $265K | Buy |
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|
2019
Q2 | $252K | Buy |
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|
2019
Q1 | $186K | Buy |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $15K | Buy |
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|
2018
Q2 | $3K | Sell |
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|
2018
Q1 | $213K | Buy |
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|
2017
Q4 | $190K | Sell |
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|
2017
Q3 | $224K | Sell |
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|
2017
Q2 | $233K | Hold |
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|
2017
Q1 | $206K | Buy |
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|
2016
Q4 | $201K | Buy |
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