Sovereign Financial Group’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 | $637K | Sell |
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|
2025
Q2 | $565K | Buy |
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|
2025
Q1 | $523K | Sell |
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|
2024
Q4 | $650K | Sell |
|
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|
2024
Q3 | $582K | Hold |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $500K | Buy |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $550K | Buy |
|
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $233K | Sell |
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|
2021
Q2 | $212K | Hold |
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|
2021
Q1 | $212K | Buy |
|