SFMG Wealth 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 | $1.65M | Buy |
11,017
+36
| +0.3% | +$5.39K | 0.12% | 81 |
|
|
2025
Q1 | $1.53M | Buy |
10,981
+80
| +0.7% | +$11.2K | 0.12% | 83 |
|
|
2024
Q4 | $1.88M | Sell |
10,901
-506
| -4% | -$87.2K | 0.15% | 71 |
|
|
2024
Q3 | $1.75M | Buy |
11,407
+49
| +0.4% | +$7.5K | 0.14% | 73 |
|
|
2024
Q2 | $1.41M | Sell |
11,358
-2,431
| -18% | -$301K | 0.12% | 77 |
|
|
2024
Q1 | $1.81M | Sell |
13,789
-601
| -4% | -$79K | 0.16% | 71 |
|
|
2023
Q4 | $1.88M | Sell |
14,390
-4,564
| -24% | -$598K | 0.17% | 68 |
|
|
2023
Q3 | $2.03M | Sell |
18,954
-1,149
| -6% | -$123K | 0.21% | 62 |
|
|
2023
Q2 | $1.87M | Sell |
20,103
-249
| -1% | -$23.2K | 0.19% | 65 |
|
|
2023
Q1 | $1.79M | Buy |
20,352
+1,794
| +10% | +$158K | 0.19% | 67 |
|
|
2022
Q4 | $1.38M | Buy |
18,558
+425
| +2% | +$31.5K | 0.15% | 76 |
|
|
2022
Q3 | $1.55M | Buy |
18,133
+1,182
| +7% | +$101K | 0.18% | 69 |
|
|
2022
Q2 | $1.55M | Buy |
16,951
+3,641
| +27% | +$332K | 0.18% | 71 |
|
|
2022
Q1 | $1.69M | Sell |
13,310
-3,325
| -20% | -$422K | 0.17% | 73 |
|
|
2021
Q4 | $2.15M | Sell |
16,635
-1,313
| -7% | -$170K | 0.21% | 62 |
|
|
2021
Q3 | $2.09M | Buy |
17,948
+1,565
| +10% | +$182K | 0.23% | 58 |
|
|
2021
Q2 | $1.59M | Buy |
16,383
+100
| +0.6% | +$9.71K | 0.18% | 66 |
|
|
2021
Q1 | $1.21M | Buy |
16,283
+143
| +0.9% | +$10.7K | 0.14% | 74 |
|
|
2020
Q4 | $1.05M | Buy |
16,140
+192
| +1% | +$12.4K | 0.13% | 74 |
|
|
2020
Q3 | $833K | Buy |
15,948
+3,722
| +30% | +$194K | 0.11% | 76 |
|
|
2020
Q2 | $693K | Sell |
12,226
-679
| -5% | -$38.5K | 0.1% | 73 |
|
|
2020
Q1 | $588K | Buy |
12,905
+765
| +6% | +$34.9K | 0.09% | 63 |
|
|
2019
Q4 | $679K | Hold |
12,140
| – | – | 0.08% | 81 |
|
|
2019
Q3 | $593K | Hold |
12,140
| – | – | 0.08% | 79 |
|
|
2019
Q2 | $598K | Hold |
12,140
| – | – | 0.08% | 74 |
|
|
2019
Q1 | $425K | Sell |
12,140
-1,245
| -9% | -$43.6K | 0.06% | 93 |
|
|
2018
Q4 | $399K | Buy |
13,385
+5,322
| +66% | +$159K | 0.06% | 88 |
|
|
2018
Q3 | $268K | Buy |
8,063
+1,004
| +14% | +$33.4K | 0.04% | 107 |
|
|
2018
Q2 | $227K | Buy |
+7,059
| New | +$227K | 0.04% | 132 |
|