SOA Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $488K | Buy |
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|
2025
Q2 | $397K | Buy |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | $457K | Buy |
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|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $247K | Buy |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $216K | Sell |
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|
2021
Q1 | $911K | Buy |
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|
2020
Q4 | $865K | Buy |
|