Resonant Capital Advisors’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$900K Buy
858
+243
+40% +$255K 0.06% 169
2025
Q1
$582K Buy
615
+17
+3% +$16.1K 0.04% 197
2024
Q4
$613K Buy
598
+25
+4% +$25.6K 0.04% 186
2024
Q3
$544K Buy
573
+48
+9% +$45.6K 0.04% 205
2024
Q2
$413K Sell
525
-153
-23% -$120K 0.03% 217
2024
Q1
$565K Buy
678
+50
+8% +$41.7K 0.05% 185
2023
Q4
$510K Buy
628
+16
+3% +$13K 0.05% 182
2023
Q3
$396K Hold
612
0.04% 185
2023
Q2
$423K Buy
+612
New +$423K 0.05% 176
2020
Q3
Sell
-585
Closed -$319K 160
2020
Q2
$319K Buy
585
+3
+0.5% +$1.64K 0.09% 137
2020
Q1
$256K Buy
582
+6
+1% +$2.64K 0.09% 169
2019
Q4
$289K Buy
+576
New +$289K 0.09% 174