PFA
Plotkin Financial Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Hold |
3,779
| – | – | 0.31% | 47 |
|
|
2025
Q1 | $528K | Buy |
3,779
+20
| +0.5% | +$2.8K | 0.32% | 47 |
|
|
2024
Q4 | $648K | Hold |
3,759
| – | – | 0.38% | 40 |
|
|
2024
Q3 | $576K | Hold |
3,759
| – | – | 0.34% | 41 |
|
|
2024
Q2 | $465K | Hold |
3,759
| – | – | 0.3% | 52 |
|
|
2024
Q1 | $494K | Hold |
3,759
| – | – | 0.33% | 47 |
|
|
2023
Q4 | $492K | Sell |
3,759
-1,100
| -23% | -$144K | 0.37% | 45 |
|
|
2023
Q3 | $521K | Hold |
4,859
| – | – | 0.46% | 36 |
|
|
2023
Q2 | $452K | Hold |
4,859
| – | – | 0.38% | 45 |
|
|
2023
Q1 | $427K | Buy |
4,859
+6
| +0.1% | +$527 | 0.4% | 42 |
|
|
2022
Q4 | $360K | Hold |
4,853
| – | – | 0.37% | 46 |
|
|
2022
Q3 | $406K | Hold |
4,853
| – | – | 0.41% | 43 |
|
|
2022
Q2 | $443K | Hold |
4,853
| – | – | 0.42% | 38 |
|
|
2022
Q1 | $616K | Sell |
4,853
-1,000
| -17% | -$127K | 0.43% | 35 |
|
|
2021
Q4 | $757K | Sell |
5,853
-1,000
| -15% | -$129K | 0.48% | 37 |
|
|
2021
Q3 | $797K | Sell |
6,853
-14
| -0.2% | -$1.63K | 0.47% | 37 |
|
|
2021
Q2 | $667K | Sell |
6,867
-12
| -0.2% | -$1.17K | 0.37% | 50 |
|
|
2021
Q1 | $513K | Sell |
6,879
-24,506
| -78% | -$1.83M | 0.31% | 46 |
|
|
2020
Q4 | $2.03M | Sell |
31,385
-494
| -2% | -$32K | 1.34% | 21 |
|
|
2020
Q3 | $1.66M | Sell |
31,879
-19,281
| -38% | -$1.01M | 1.83% | 18 |
|
|
2020
Q2 | $2.9M | Sell |
51,160
-1,273
| -2% | -$72.1K | 2.46% | 14 |
|
|
2020
Q1 | $2.39M | Sell |
52,433
-4,018
| -7% | -$183K | 2.9% | 13 |
|
|
2019
Q4 | $3.16M | Buy |
+56,451
| New | +$3.16M | 2.94% | 12 |
|