Rise 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
$412K Sell
2,755
-96
-3% -$14.4K 0.16% 55
2025
Q1
$399K Buy
2,851
+37
+1% +$5.17K 0.18% 52
2024
Q4
$485K Sell
2,814
-224
-7% -$38.6K 0.23% 42
2024
Q3
$465K Buy
3,038
+139
+5% +$21.3K 0.22% 46
2024
Q2
$359K Buy
2,899
+268
+10% +$33.2K 0.19% 55
2024
Q1
$346K Buy
2,631
+265
+11% +$34.8K 0.18% 56
2023
Q4
$310K Buy
2,366
+206
+10% +$27K 0.22% 46
2023
Q3
$231K Buy
2,160
+429
+25% +$46K 0.18% 51
2023
Q2
$161K Buy
1,731
+261
+18% +$24.3K 0.12% 75
2023
Q1
$129K Buy
1,470
+562
+62% +$49.4K 0.1% 88
2022
Q4
$67.4K Buy
908
+81
+10% +$6.01K 0.05% 131
2022
Q3
$69K Buy
827
+373
+82% +$31.1K 0.06% 122
2022
Q2
$41K Buy
454
+367
+422% +$33.1K 0.04% 158
2022
Q1
$11K Sell
87
-34
-28% -$4.3K 0.01% 311
2021
Q4
$15.6K Buy
+121
New +$15.6K 0.01% 276