Security National Bank’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.27M | Sell |
48,599
-360
| -0.7% | -$53.8K | 1.26% | 20 |
|
|
2025
Q1 | $6.84M | Buy |
48,959
+291
| +0.6% | +$40.7K | 1.29% | 18 |
|
|
2024
Q4 | $8.39M | Sell |
48,668
-1,575
| -3% | -$272K | 1.2% | 19 |
|
|
2024
Q3 | $7.69M | Sell |
50,243
-493
| -1% | -$75.5K | 1.05% | 24 |
|
|
2024
Q2 | $6.28M | Buy |
50,736
+1,291
| +3% | +$160K | 0.91% | 28 |
|
|
2024
Q1 | $6.5M | Buy |
49,445
+602
| +1% | +$79.1K | 0.98% | 26 |
|
|
2023
Q4 | $6.39M | Buy |
48,843
+594
| +1% | +$77.8K | 1.44% | 22 |
|
|
2023
Q3 | $5.22M | Sell |
48,249
-1,499
| -3% | -$162K | 1.47% | 22 |
|
|
2023
Q2 | $4.63M | Sell |
49,748
-1,457
| -3% | -$135K | 1.18% | 32 |
|
|
2023
Q1 | $4.5M | Sell |
51,205
-4,038
| -7% | -$355K | 1.2% | 34 |
|
|
2022
Q4 | $4.1M | Sell |
55,243
-6,860
| -11% | -$509K | 1.11% | 40 |
|
|
2022
Q3 | $5.2M | Buy |
62,103
+450
| +0.7% | +$37.7K | 1.45% | 28 |
|
|
2022
Q2 | $5.63M | Sell |
61,653
-679
| -1% | -$62K | 1.56% | 26 |
|
|
2022
Q1 | $7.91M | Buy |
62,332
+1,913
| +3% | +$243K | 1.81% | 21 |
|
|
2021
Q4 | $7.82M | Sell |
60,419
-1,091
| -2% | -$141K | 1.77% | 19 |
|
|
2021
Q3 | $7.16M | Buy |
61,510
+53,290
| +648% | +$6.2M | 1.8% | 23 |
|
|
2021
Q2 | $799K | Buy |
8,220
+120
| +1% | +$11.7K | 0.21% | 56 |
|
|
2021
Q1 | $604K | Buy |
+8,100
| New | +$604K | 0.18% | 62 |
|