Sovereign Financial 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 | $565K | Buy |
3,774
+35
| +0.9% | +$5.24K | 0.12% | 157 |
|
|
2025
Q1 | $523K | Sell |
3,739
-28
| -0.7% | -$3.91K | 0.12% | 153 |
|
|
2024
Q4 | $650K | Sell |
3,767
-34
| -0.9% | -$5.86K | 0.15% | 129 |
|
|
2024
Q3 | $582K | Hold |
3,801
| – | – | 0.14% | 140 |
|
|
2024
Q2 | $471K | Sell |
3,801
-4
| -0.1% | -$495 | 0.12% | 158 |
|
|
2024
Q1 | $500K | Buy |
3,805
+2
| +0.1% | +$263 | 0.13% | 154 |
|
|
2023
Q4 | $498K | Sell |
3,803
-372
| -9% | -$48.7K | 0.15% | 134 |
|
|
2023
Q3 | $447K | Sell |
4,175
-1,736
| -29% | -$186K | 0.16% | 133 |
|
|
2023
Q2 | $550K | Buy |
5,911
+1,758
| +42% | +$163K | 0.18% | 128 |
|
|
2023
Q1 | $365K | Hold |
4,153
| – | – | 0.14% | 152 |
|
|
2022
Q4 | $308K | Buy |
4,153
+628
| +18% | +$46.6K | 0.12% | 166 |
|
|
2022
Q3 | $295K | Buy |
3,525
+42
| +1% | +$3.52K | 0.12% | 154 |
|
|
2022
Q2 | $318K | Sell |
3,483
-263
| -7% | -$24K | 0.13% | 145 |
|
|
2022
Q1 | $476K | Buy |
3,746
+21
| +0.6% | +$2.67K | 0.18% | 122 |
|
|
2021
Q4 | $482K | Buy |
3,725
+1,725
| +86% | +$223K | 0.19% | 113 |
|
|
2021
Q3 | $233K | Sell |
2,000
-850
| -30% | -$99K | 0.13% | 145 |
|
|
2021
Q2 | $212K | Hold |
2,850
| – | – | 0.13% | 156 |
|
|
2021
Q1 | $212K | Buy |
+2,850
| New | +$212K | 0.13% | 156 |
|