Sather Financial Group’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Buy
2,401
+401
+20% +$60K 0.02% 79
2025
Q1
$280K Sell
2,000
-3,400
-63% -$475K 0.02% 80
2024
Q4
$931K Sell
5,400
-650
-11% -$112K 0.06% 43
2024
Q3
$926K Buy
6,050
+4,050
+203% +$620K 0.06% 40
2024
Q2
$248K Hold
2,000
0.02% 76
2024
Q1
$263K Hold
2,000
0.02% 82
2023
Q4
$262K Hold
2,000
0.02% 80
2023
Q3
$214K Buy
+2,000
New +$214K 0.02% 86
2022
Q2
Sell
-2,000
Closed -$254K 85
2022
Q1
$254K Hold
2,000
0.02% 82
2021
Q4
$259K Hold
2,000
0.02% 71
2021
Q3
$233K Buy
+2,000
New +$233K 0.02% 79
2020
Q1
Sell
-7,196
Closed -$403K 63
2019
Q4
$403K Buy
+7,196
New +$403K 0.06% 50