Sonora Investment Management Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.3M | Buy |
149,076
+7,073
| +5% | +$1.06M | 1.65% | 17 |
|
2025
Q1 | $19.8M | Buy |
142,003
+3,122
| +2% | +$436K | 1.57% | 18 |
|
2024
Q4 | $23.9M | Buy |
138,881
+740
| +0.5% | +$128K | 1.83% | 13 |
|
2024
Q3 | $21.2M | Buy |
138,141
+7,787
| +6% | +$1.19M | 1.57% | 18 |
|
2024
Q2 | $17.1M | Hold |
130,354
| – | – | 1.34% | 19 |
|
2024
Q1 | $17.1M | Sell |
130,354
-30,847
| -19% | -$4.05M | 1.34% | 19 |
|
2023
Q4 | $21.1M | Buy |
161,201
+2,700
| +2% | +$353K | 1.72% | 8 |
|
2023
Q3 | $17M | Buy |
158,501
+2,974
| +2% | +$319K | 1.45% | 15 |
|
2023
Q2 | $14.5M | Buy |
155,527
+3,276
| +2% | +$305K | 1.21% | 27 |
|
2023
Q1 | $13.4M | Buy |
152,251
+7,300
| +5% | +$641K | 1.17% | 29 |
|
2022
Q4 | $10.8M | Buy |
144,951
+10,799
| +8% | +$801K | 0.98% | 32 |
|
2022
Q3 | $12.2M | Hold |
134,152
| – | – | 1.57% | 17 |
|
2022
Q2 | $12.2M | Buy |
134,152
+10,284
| +8% | +$938K | 1.16% | 26 |
|
2022
Q1 | $15.7M | Buy |
123,868
+5,023
| +4% | +$638K | 1.78% | 7 |
|
2021
Q4 | $15.4M | Buy |
+118,845
| New | +$15.4M | 1.79% | 9 |
|