Sowell Financial Services’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-55,375
| Closed | -$868K | – | 539 |
|
|
2024
Q2 | $868K | Buy |
55,375
+330
| +0.6% | +$5.17K | 0.04% | 351 |
|
|
2024
Q1 | $880K | Sell |
55,045
-10,972
| -17% | -$175K | 0.04% | 364 |
|
|
2023
Q4 | $1.05M | Sell |
66,017
-625
| -0.9% | -$9.98K | 0.06% | 315 |
|
|
2023
Q3 | $1.15M | Buy |
66,642
+11,989
| +22% | +$207K | 0.07% | 289 |
|
|
2023
Q2 | $872K | Buy |
+54,653
| New | +$872K | 0.05% | 377 |
|