SHFA
SC&H Financial Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
2,170
-362
| -14% | -$54.2K | 0.06% | 113 |
|
|
2025
Q1 | $354K | Hold |
2,532
| – | – | 0.07% | 106 |
|
|
2024
Q4 | $437K | Hold |
2,532
| – | – | 0.09% | 93 |
|
|
2024
Q3 | $388K | Hold |
2,532
| – | – | 0.08% | 105 |
|
|
2024
Q2 | $313K | Hold |
2,532
| – | – | 0.08% | 112 |
|
|
2024
Q1 | $333K | Hold |
2,532
| – | – | 0.09% | 107 |
|
|
2023
Q4 | $331K | Sell |
2,532
-872
| -26% | -$114K | 0.1% | 107 |
|
|
2023
Q3 | $365K | Buy |
3,404
+8
| +0.2% | +$857 | 0.12% | 103 |
|
|
2023
Q2 | $316K | Buy |
3,396
+10
| +0.3% | +$930 | 0.1% | 110 |
|
|
2023
Q1 | $297K | Buy |
+3,386
| New | +$297K | 0.11% | 111 |
|
|
2022
Q4 | – | Sell |
-2,386
| Closed | -$200K | – | 127 |
|
|
2022
Q3 | $200K | Hold |
2,386
| – | – | 0.1% | 126 |
|
|
2022
Q2 | $218K | Sell |
2,386
-1,885
| -44% | -$172K | 0.1% | 130 |
|
|
2022
Q1 | $542K | Sell |
4,271
-96
| -2% | -$12.2K | 0.26% | 82 |
|
|
2021
Q4 | $565K | Buy |
+4,367
| New | +$565K | 0.31% | 76 |
|