Roble Belko & Company’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$817K Buy
5,465
+236
+5% +$35.3K 0.12% 59
2025
Q1
$731K Hold
5,229
0.12% 64
2024
Q4
$902K Hold
5,229
0.14% 59
2024
Q3
$801K Hold
5,229
0.13% 61
2024
Q2
$647K Hold
5,229
0.11% 63
2024
Q1
$687K Buy
5,229
+5,000
+2,183% +$657K 0.12% 62
2023
Q4
$30K Buy
+229
New +$30K 0.01% 178
2022
Q2
Sell
-151
Closed -$19K 324
2022
Q1
$19K Buy
+151
New +$19K ﹤0.01% 241
2017
Q2
Sell
-975
Closed -$29K 305
2017
Q1
$29K Hold
975
0.01% 112
2016
Q4
$26K Sell
975
-1,400
-59% -$37.3K 0.01% 127
2016
Q3
$61K Hold
2,375
0.03% 102
2016
Q2
$58K Buy
2,375
+1,400
+144% +$34.2K 0.03% 104
2016
Q1
$27K Buy
+975
New +$27K 0.02% 121
2015
Q2
Sell
-191
Closed -$7K 239
2015
Q1
$7K Buy
+191
New +$7K ﹤0.01% 168