RDFA
Ritter Daniher Financial Advisory’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.8K | Buy |
593
+4
| +0.7% | +$599 | 0.02% | 133 |
|
|
2025
Q1 | $82.4K | Buy |
589
+5
| +0.9% | +$699 | 0.02% | 122 |
|
|
2024
Q4 | $101K | Sell |
584
-495
| -46% | -$85.4K | 0.03% | 115 |
|
|
2024
Q3 | $165K | Buy |
1,079
+7
| +0.7% | +$1.07K | 0.05% | 90 |
|
|
2024
Q2 | $133K | Buy |
1,072
+7
| +0.7% | +$867 | 0.04% | 96 |
|
|
2024
Q1 | $140K | Buy |
1,065
+8
| +0.8% | +$1.05K | 0.05% | 96 |
|
|
2023
Q4 | $138K | Sell |
1,057
-239
| -18% | -$31.3K | 0.05% | 96 |
|
|
2023
Q3 | $139K | Buy |
1,296
+9
| +0.7% | +$965 | 0.06% | 85 |
|
|
2023
Q2 | $120K | Buy |
1,287
+13
| +1% | +$1.21K | 0.05% | 93 |
|
|
2023
Q1 | $112K | Buy |
1,274
+12
| +1% | +$1.05K | 0.05% | 96 |
|
|
2022
Q4 | $93.6K | Sell |
1,262
-607
| -32% | -$45K | 0.04% | 106 |
|
|
2022
Q3 | $156K | Buy |
1,869
+1,011
| +118% | +$84.4K | 0.11% | 70 |
|
|
2022
Q2 | $78K | Buy |
858
+258
| +43% | +$23.5K | 0.06% | 91 |
|
|
2022
Q1 | $76K | Buy |
+600
| New | +$76K | 0.05% | 95 |
|