Sequoia Financial Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2M | Buy |
188,475
+18,854
| +11% | +$2.82M | 0.19% | 98 |
|
|
2025
Q1 | $23.7M | Buy |
169,621
+77,448
| +84% | +$10.8M | 0.18% | 109 |
|
|
2024
Q4 | $15.9M | Buy |
92,173
+1,122
| +1% | +$193K | 0.15% | 135 |
|
|
2024
Q3 | $13.9M | Buy |
91,051
+1,495
| +2% | +$229K | 0.15% | 127 |
|
|
2024
Q2 | $11.1M | Sell |
89,556
-60,711
| -40% | -$7.52M | 0.13% | 131 |
|
|
2024
Q1 | $19.7M | Sell |
150,267
-143,956
| -49% | -$18.9M | 0.25% | 88 |
|
|
2023
Q4 | $38.5M | Sell |
294,223
-16,194
| -5% | -$2.12M | 0.48% | 40 |
|
|
2023
Q3 | $33.3M | Buy |
310,417
+38,645
| +14% | +$4.14M | 0.58% | 39 |
|
|
2023
Q2 | $25.3M | Buy |
271,772
+179,204
| +194% | +$16.7M | 0.43% | 46 |
|
|
2023
Q1 | $8.13M | Buy |
92,568
+4,066
| +5% | +$357K | 0.18% | 109 |
|
|
2022
Q4 | $6.57M | Buy |
88,502
+32,924
| +59% | +$2.44M | 0.16% | 119 |
|
|
2022
Q3 | $4.65M | Buy |
55,578
+4,195
| +8% | +$351K | 0.15% | 122 |
|
|
2022
Q2 | $4.69M | Buy |
51,383
+10,996
| +27% | +$1M | 0.13% | 123 |
|
|
2022
Q1 | $5.13M | Buy |
40,387
+34,445
| +580% | +$4.37M | 0.13% | 116 |
|
|
2021
Q4 | $769K | Buy |
+5,942
| New | +$769K | 0.02% | 261 |
|
|
2021
Q3 | – | Sell |
-4,646
| Closed | -$451K | – | 282 |
|
|
2021
Q2 | $451K | Buy |
4,646
+777
| +20% | +$75.4K | 0.02% | 296 |
|
|
2021
Q1 | $288K | Buy |
+3,869
| New | +$288K | 0.01% | 345 |
|
|
2017
Q1 | – | Sell |
-9,045
| Closed | -$244K | – | 292 |
|
|
2016
Q4 | $244K | Sell |
9,045
-1,134
| -11% | -$30.6K | 0.03% | 232 |
|
|
2016
Q3 | $260K | Sell |
10,179
-1,260
| -11% | -$32.2K | 0.05% | 191 |
|
|
2016
Q2 | $281K | Buy |
+11,439
| New | +$281K | 0.08% | 181 |
|