Regal 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 | $730K | Buy |
4,883
+597
| +14% | +$89.3K | 0.05% | 284 |
|
|
2025
Q1 | $599K | Buy |
4,286
+1,805
| +73% | +$252K | 0.05% | 291 |
|
|
2024
Q4 | $428K | Buy |
2,481
+33
| +1% | +$5.69K | 0.03% | 347 |
|
|
2024
Q3 | $375K | Sell |
2,448
-948
| -28% | -$145K | 0.03% | 399 |
|
|
2024
Q2 | $420K | Buy |
3,396
+252
| +8% | +$31.2K | 0.03% | 382 |
|
|
2024
Q1 | $413K | Buy |
3,144
+138
| +5% | +$18.1K | 0.03% | 395 |
|
|
2023
Q4 | $394K | Buy |
3,006
+221
| +8% | +$28.9K | 0.03% | 367 |
|
|
2023
Q3 | $298K | Buy |
2,785
+224
| +9% | +$24K | 0.03% | 389 |
|
|
2023
Q2 | $238K | Buy |
2,561
+105
| +4% | +$9.76K | 0.02% | 449 |
|
|
2023
Q1 | $216K | Buy |
+2,456
| New | +$216K | 0.02% | 466 |
|
|
2022
Q4 | – | Sell |
-2,918
| Closed | -$244K | – | 493 |
|
|
2022
Q3 | $244K | Buy |
2,918
+339
| +13% | +$28.3K | 0.03% | 403 |
|
|
2022
Q2 | $235K | Buy |
2,579
+545
| +27% | +$49.7K | 0.02% | 425 |
|
|
2022
Q1 | $258K | Buy |
2,034
+158
| +8% | +$20K | 0.02% | 444 |
|
|
2021
Q4 | $243K | Buy |
+1,876
| New | +$243K | 0.02% | 480 |
|
|
2015
Q4 | – | Sell |
-713
| Closed | -$22K | – | 350 |
|
|
2015
Q3 | $22K | Buy |
+713
| New | +$22K | 0.01% | 544 |
|